Plan

Our strategies and recommendations will set the course for your financial plan. We will present these recommendations so that they are easy to understand. We will develop a detailed cash flow projection to illustrate the advantages of following the plan.

For implementation of the recommendations, we will detail who will execute each step and when. We will coordinate with your CPA and/or Attorney so that you can have the confidence that all areas are being addressed.

Your progress with be monitored on your personal financial website.  This is a dynamic process and we expect the plan to evolve with new goals and priorities as your life progresses.