Financial & Tax Planning
- Meet to discuss your objectives.
I gather data to prepare a personal net worth statement, cash flow statement and tax information/ tax values to determine where you stand now.
- I prepare a report with recommendations and an action plan.
- We meet and make decisions on what recommendations to act on.
I deal with mutual fund investments and life insurance products. I refer professionals for wills & trusts, powers of attorney and lending products.
I monitor your investments and we periodically meet to review and update your situation.