Financial Goals: We will help clients identify financial goals and develop a plan to reach them.
Cash Flow and Debt Management: We will conduct a review of your income and expenses to determine your current surplus or deficit along with advice on prioritizing how any surplus should be used or how to reduce expenses if they exceed your income.
Investment Analysis: This may involve developing an asset allocation strategy to meet clients’ financial goals and risk tolerance, providing information on investment vehicles and strategies, as well as assisting you in establishing your own investment account at a selected custodian.
Retirement Planning: Our retirement planning services typically include projections of your likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective.
Business Planning for Creators: We provide consulting services for creators who currently operate their own business or are considering starting a business.
Tax Planning Strategies: Advice may include ways to minimize current and future income taxes as a part of your overall financial planning picture.
*We recommend that you consult with a qualified tax professional before initiating any tax planning strategy, and we may provide you with contact information for accountants or attorneys who specialize in this area if you wish to hire someone for such purposes. We will participate in meetings or phone calls between you and your tax professional with your approval.
Estate Planning: This usually includes an analysis of your exposure to estate taxes and your current estate plan, which may include whether you have a will, powers of attorney, trusts and other related documents.
*We always recommend that you consult with a qualified attorney when you initiate, update, or complete estate planning activities. We may provide you with contact information for attorneys who specialize in estate planning when you wish to hire an attorney for such purposes.
Insurance: Review of existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home and automobile.