FINANCIAL PLANNING
MID LIFE
Working towards the path to financial independence
A full financial plan includes financial management, risk management, retirement planning, investment planning, tax planning and estate planning. During the process we will also create a family profile so that everything is understood.
Plan includes
-
Detailed review of your budget and recommendations
-
Cash and debt management; it is the key to creating your personalized plan
-
Financial goal setting and prioritization
-
Optimizing your savings, investing and tax planning
-
Estate Planning; answering all your questions regarding title, inheritance and applicable planning.
-
Learn how to save tax through proactive planning
-
Multiple rental property analysis and review
-
Creation of a written financial and goal action plan
-
Two meetings held via video conferencing
-
Answering any and all questions you have about your finances.
We can determine this with our scenario analysis - this is the process of projecting your financial life into the future with our advanced financial planning software. We can offer 2-3 different scenarios to suit your situation / life preferences. Are you on the right trajectory?
Ideal for
-
Clarity and confidence to empower a DIY investor
-
Someone with a large amount of cash and is looking to put it to work
-
Equity and compensation analysis review / explanation
-
Tax reduction strategies
-
Planning for higher income / lower asset households
