Family Financial Plan (Individuals, Couples, Families)

This is a comprehensive financial planning process, consisting of the following steps:

1. Discovery / Fact Finding

2. Data Analysis

3. Plan Development

4. Presentation & Recommendations

5. Deployment & Follow-up

All financial plans offer the following:

• goal setting & family objectives

• cashflow management & budgeting

• retirement (accumulation or decumulation)

• insurance & risk management

• debt & credit management

• tax planning & reduction strategies

• estate planning (Wills, PoA)