Services

You can choose a basic complete financial plan or any number of services.

A basic financial plan includes a statement of net worth, cash flow analysis, emergency fund and debt repayment planning, analysis of insurance and documentation needs, and overview of investment options (no investment advice provided.)

If you don’t need a complete financial plan, you can choose from among the following services.

  • Determine monthly and yearly expenses
  • Determine take-home pay
  • Calculate net worth
  • Calculate emergency fund coverage
  • Find out your credit score
  • Determine your debt load
  • Establish financial goals
  • Check to see if retirement is on track
  • Review net worth composition for diversity
  • Take inventory of your assets
  • Analyze and reduce debt
  • Review insurance policies
  • Analyze all recurring charges
  • Check credit card fees
  • Other — open to discussion