Foundational Strategies & Integrated Planning
Budgeting / Emergency Fund
Develop strong habits in managing your cash flow to create a surplus.
Investment Account Review
Analyze current investments to ensure they match your risk profile.
Will/ Medical directives
Review to ensure documents are in place to make certain your desires are fulfilled at death or disability.
Disability Income Protection
Examine the financial impact of your income in the event of an accident or sickness.
Needs in the Event of Death
Examine the cost of a death, including immediate cash needs and continuing income.
Retirement
Examine how your current retirement plans seeks to meet your objectives.
College Funding
Examine the cost of college and alternative methods of funding.
Asset Allocation/ Investment Strategies
Develop investment strategies aligned with goals and risk tolerance.
Long-Term Care
Examine the impact that long-term care costs can have on your financial situation.