Our Process
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Work Together to Compile Information
3.
Develop Personalized Financial Plan
4.
Help Implement Recommendations
Ongoing Support
Free Introductory Consultation
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What We Can Do For You
Will your pension be enough? How does it fit with your overall plan? Whether you are a teacher, administrator, or classified employee, navigating your respective pension plan can be tricky. Let us help you focus on what you do best, helping kids.
Cash Flow Analysis/Budgeting
Develop a cash flow plan combined with a debt assessment to determine where your money is going, and create an actionable plan towards achieving your goals.
Comprehensive Financial Planning
Is the idea of figuring out your entire financial picture overwhelming? Don't know where to start? Your puzzle has many pieces and we will help show you how they all fit together.
Retirement Planning
Am I on track?
How much should I be saving?
Do I have enough to retire?
If you have these questions, then we can help
By analyzing your risk tolerance (risk you're comfortable taking), risk capacity (risk you're financially able to take), and the risk you need to take to achieve your goals, we can determine what type of portfolio is appropriate for you.
Your strength is running your business, ours is helping you do that. From business planning, employee retirement plans, personal financial planning, to an on call "CFO", we can help.
Still not ready? That's okay, we can still help!
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