Financial Review
What Is a Financial Review?
You may be confident in your ability to manage your investments, or you may already work with a professional to do so. While your investments may be in good shape, you might be less certain about other areas of your financial life. A financial review can provide clarity and help ensure all aspects of your finances are coordinated.
Some of the topics that we may discuss are…
- Budgeting
- How much to save and where should those savings go
- Strategies for paying down debt
- Tax strategies you may not currently be taking advantage of
- Insurance (life/umbrella/long-term care/long-term disability)
- Saving for college
- Investment withdrawal strategies for retirement
Please note that a Financial Review does not result in a formal deliverable. However, we may provide notes, resources, or referrals if we feel they would be helpful.
Estimated time: 3 to 5 hours
