Financial Planning

  • Analysis of client’s current financial picture and  roadmap to help clients achieve stated objectives

  • Coordination and consultation with client’s tax, legal, and other financial professionals

  • Integrated evaluation and coordination of the pillars of financial planning:

    • Financial statement preparation and analysis including cash flow analysis and budgeting
    • Insurance planning and risk management
    • Employee benefits planning
    • Investment planning
    • Income tax planning
    • Retirement planning
    • Estate planning
  • Comprehensive financial planning provides a clear picture of the client’s financial profile and should evolve as client’s goals and financial status change