Financial Planning
We offer an array of financial planning services, all of which can be specifically tailored to a client's individual situation or need. These services include:
Core Planning:
This basic financial planning process can include: cash flow planning, investment review, insurance review, estate plan review, elder care planning and education planning. The typical planning process flows as follows:
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Discovery
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Goal setting and values clarification
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Cash flow estimations
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Portfolio analysis and recommendations
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Insurance analysis and recommendations
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Estate plan review
Advanced Planning:
These services typically follow a core planning engagement, and provide an in-depth analysis of a very specific planning issue or set of related issues. Often, our clients may need an in depth analysis of a single element generally included in the core planning process. Examples of advanced planning services include:
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Advanced estate/wealth transfer planning
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Business succession planning
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Executive compensation/deferred compensation planning
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Tax planning