In a series of meetings, we'll do a deep dive into your finances, and we'll help you create a plan to accomplish your personal and financial goals.
First, we will identify your core values in a core values assessment. This exercise will help you make financially intelligent decisions, recognize financial opportunities, and help you avoid money pitfalls that can hold you back from building wealth.
Secondly, we'll review your budget, expenses, debt, and investments. Lastly, you'll have a session with my team to review your retirement account and other investments.
After we meet, we'll recommend steps you can take to improve your financial future and recommend investments that can help maximize your retirement plan, boost your investment strategy, and increase your tax-free income.
The financial analysis will include a core values assessment, discovery session, investment review, and recommendations.