Good fee-only financial planning is comprehensive. It considers all parts of life that are impacted by your money – which is almost everything.

A few of the more common financial planning topics are:

  • Financial statement preparation and analysis
    • (including cash flow analysis/ planning and budgeting)
  • Insurance planning and risk management
  • Employee benefits planning
  • Debt management
  • Cash flow (budget) planning
  • College education planning
  • Investment education and planning
  • Planning for goals (travel, buying a home, a wedding, etc.)
  • Planning for a comfortable retirement at your preferred age

Financial plans are very specific to you – your needs, priorities, goals, and dreams.