The Process

• Analyze Your Current Financial Position
  • We will create a balance sheet to get a snapshot of where you are today when it comes to your assets and liabilities (your net worth).  Then we will develop an income statement showing your income and expenses to illustrate your cash flow.
• Goal identification
  • Next, we will ask you about what you want in the form of short term, intermediate term, and long term goals. We will then illustrate whether they are fiscally achievable, and if you are on the right track in pursuing your goals.
• Action plan
  • We will make specific recommendations, if needed, on what steps are necessary to work toward them. To maintain your plan, we will continue to review and update your information to keep it up-to-date.