Personal Financial Planning
- Determine current financial status by analyzing financial statements, special needs, investments, taxation, employee benefits, etc.
- Stock option planning
- Discussion of various mortgage options/real estate purchases
- Advice in change of lifestyle or major life event (marriage, divorce, children, job, education)
- Major purchase goals analysis and funding options
- Net Present Value calculations for comparison purposes including time value analysis.
- Importance of saving (dollar cost average, compound interest)
- Education on mortgage options and financing analysis
- Provide financial guidance/planning for special circumstances including death, disability, job loss, monetary windfall, divorce, etc.
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