Plan: Areas to Consider
Cash Management
Is your cash flow (income and expenses) aligned with your goals?
Risk Management
What do you have in place in the event of.......?
Investment Planning
What long-term return do you need to meet your goals?
Tax Planning
Are you tax diversified in your investments to increase options for spending down the road?
Retirement Planning
How much savings and investments do you need to give up your primary employment? How much can you spend for as long as you will live?
Estate Planning
A Trust? A Will? Heath Directive? Financial Directive?