Financial Planning
This is the best way for us to fully understand your financial position and goals. First, we gather information to enter into the plan.
Then, we run the info into the financial planning software. Next, we create a working checklist of recommendations based on the results. Finally, we discuss the action items. To get started, we are going to need a few things from you, please describe your financial goals briefly and then collect the documents listed in the check list so we may paint your complete financial picture.
DESCRIBE YOUR FINANCIAL GOALS
CLIENT CHECK LIST
- Last two paystubs (if applicable)
- Prior year tax return
- Copy of Trusts (if applicable)
- Most recent social security statement
- Most recent pension estimate (if applicable)
- Complete list of assets and their estimated values
(houses, retirement accounts, investments, collectibles, etc.) - Insurance statements (Life, Long Term Care, Disability)
- Debt statements (home, car, student loans, credit card, etc.)
- Average total monthly expenses
SINGLE ITEM CONSULTING
Perhaps there is just one or two items for which you require advice. Here are a few common questions:
“Should I pay off my house?”
“How do I allocate my 401(k) properly?”
“Do I have the right amount of life insurance?”
For answers to these questions and other questions that you may have, contact us today to schedule a
no obligation consultation. Call (503) 894.9671 or by email at [email protected].
