To adequately review your financial situation we offer a 30 minute to one-hour, no cost, no obligation meeting. Our PFP process covers these areas to best prioritize and plan your financial future:

 

• Cash Flow (debt, emergency fund, cash management, income needs, net worth) 

• Risk Analysis (any risks is your current plan and ways to minimize them)

• Tax Management (reduce tax with deferrals, deductions and tax-free growth)

• Investing (retirement accounts, goals, projections, retirement income)

• Estate Planning (wills and/or trusts)

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This is a low pressure meeting where you will get some great financial feedback. At the end of the meeting and based on our analysis, we will give you a few suggestions and items to consider. You are free to take as much time as you need after the meeting to decide if you want to move forward and work with us. We will follow up a few weeks after to see if we are a good fit then leave the ball in your court until you are comfortable and ready. Click here if you'd like to schedule a meeting.

 

To help us better serve you and prepare, please send these items before our meeting or bring them with you to our first meeting:

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1. Last years tax return or your taxable income estimates for the current year. 

2. Most recent statements or values for any Banking or Investment accounts and Insurance policies. (401k, IRA, Pension, or other Retirement assets) 

3. If you have a Will or Trust, please bring it also. 

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For your convenience, you may also use this link to upload your documents to our firms secure vault prior to our meeting. As always, your personal information is kept 100% confidential.

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 We look forward to our meeting and getting to know you better. 

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