What is Financial Planning or Coaching?
Financial planning or Coaching is the process of meeting life goals through the proper management of finances. Life goals may include buying a, saving for a child's education or planning for retirement.
The Financial planning process consists of steps that help you take a "big picture" look at where you are financially. Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
The Financial planning process consists of steps that help you take a "big picture" look at where you are financially. Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
Package of Financial Planning and Tax Preparation
We offer financial planning and tax preparation services and provide you with worksheets on our website that are designed to ease your tax return data gathering. After we prepare your tax return, we will meet with you during tax season to discuss the results of your return, and explain all of the various facets of the tax laws and provide some coaching related to taxes if necessary.
In addition, our tax preparation service is supplemented by an additional financial planning consultation between May and November. This session is for "financial therapy" during which we help you define and plan your short and long-term goals. We also review your personal net worth and cash flow by examining such items as: Estate Planning, Educational Funding, Insurance Needs, Retirement Planning, Tax Management, and Investments.
This yearly meeting, which is actually your "annual financial checkup", provides you with an opportunity to ask questions, discuss your job or lifestyle changes, analyze your investment portfolio, and review last year's planning. It also provides time to discuss wills, trusts, and financial planning for your family.
The tax preparation meeting and the financial planning session, along with our policy of unlimited free telephone/email communication, helps us to be an active coach and partner in managing your finances.
In addition, our tax preparation service is supplemented by an additional financial planning consultation between May and November. This session is for "financial therapy" during which we help you define and plan your short and long-term goals. We also review your personal net worth and cash flow by examining such items as: Estate Planning, Educational Funding, Insurance Needs, Retirement Planning, Tax Management, and Investments.
This yearly meeting, which is actually your "annual financial checkup", provides you with an opportunity to ask questions, discuss your job or lifestyle changes, analyze your investment portfolio, and review last year's planning. It also provides time to discuss wills, trusts, and financial planning for your family.
The tax preparation meeting and the financial planning session, along with our policy of unlimited free telephone/email communication, helps us to be an active coach and partner in managing your finances.