Personal financial planning is crucial because it provides individuals with a roadmap to achieve their financial goals and secure their financial future.
My personal financial planning process focuses on frequent communication, maintaining flexibility today while strategizing towards tomorrow’s objectives. My typical client is a solo business owner and individuals who share similar problems representing multiple solutions / opportunities.
By creating a comprehensive financial plan, coordinated with income tax and business planning, solo business owners and individuals can gain a clear understanding of their current financial situation, set realistic and achievable financial goals, and develop strategies to reach those objectives.
I offer my clients the following comprehensive personal financial planning services:
- Establish Objectives and Key Results Desired
- Gather Supporting Data
- Analyze, Develop, and Agree on the Best Strategies for You
- Implement – Create Value through Advice, Not Products