Financial Checkup

We designed the “Financial Checkup” to address a variety of financial planning concerns including retirement planning, life insurance, disability insurance, long-term care, debt management, education planning, and estate planning. The Financial Checkup is not a comprehensive financial plan. It is a tool to gather information regarding these areas, with the result being a four to five page report that makes specific recommendations pertinent to your financial situation. Whereas a comprehensive financial plan can address these areas through a multi-decade cash flow projection, the Financial Checkup is a review of a client’s financial situation with the result being a list of recommendations of areas to be analyzed or addressed in further detail.