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.