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Offering Sound Strategies for Your Unique Needs

Many clients come to us with specific concerns in mind. If you’re interested in kickstarting your investment portfolio or looking for advice on your biggest financial concerns, our advisors are ready to help. Even in a short-term project, the strategies and solutions we present can have lasting effects on your overall financial well-being.

Short-Term Projects

Financial Fitness Review

The Financial Fitness Review can be a great introduction to Practical Financial Planning. After a two-hour meeting together, we’ll prepare customized written recommendations regarding your highest financial priorities.

We suggest the meeting focus on up to three specific questions on subjects like:

  • Debt reduction and management
  • Cash flow analysis and enhancement
  • Tax planning for the current year
  • Recommendation of possible tax strategies
  • Retirement/Financial Independence Analysis
  • Review of current asset allocation and investment location for tax efficiency
  • Evaluation of performance of current investments
  • Review of Financial Life Cycle position
  • Analysis of current costs being incurred for financial advice
Investment Project

Let's Get Started