Our clients' financial position, goals, time horizon, and risk tolerance are the foundation for developing a comprehensive wealth strategy. It is critical that we start with an analysis of your true and accurate financial position, so we can design a personalized plan intended to maximize the achievement of your goals.
- Adequate cash reserves for emergencies
- Budgeting your expenses
- Credit card debt
- Issues related to divorce and second marriages
- Issues related to commission and self-employment income
- Income potential and saving potential
- Refinancing your mortgage