Financial Planning for Gen X-ers
A financial plan is a customized roadmap designed to increase your chances of achieving your life goals. Having a financial plan can help you make smarter financial decisions, increase your financial literacy and get you to financial independence sooner. My strategic partners, which consists of a team of experienced CERTIFIED FINANCIAL PLANNERS CFP®, and I work with you to develop a comprehensive plan based on your values and your vision for your future.
I offer two levels of Financial Planning: Basic & Comprehensive
Basic Financial Plan
Basic Financial Planning is an overview of your current financial situation along with projections and recommendations for retirement.
- Life Goals and Values
- Cash Flow Analysis
- Debt Management Recommendations
- Investment Review and Recommendations
- Social Security Maximization
- Retirement Income Projections
Comprehensive Financial Plan
Comprehensive Financial Planning is an on-going, collaborative process. As your life changes due to expected, or unexpected circumstances, I work with you to modify your plan accordingly.
- Life Goals and Values
- Budgeting Support and Cash Flow Analysis
- Debt Management Recommendations
- Risk Management Recommendations
- Personal Net Worth Statement
- Investment Review and Recommendations
- Big Purchase Projections (House, Vacation, Education)
- Social Security Maximization
- Retirement Income Projections
- Quarterly Reviews and Updates