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Services

 
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Basic Financial Check-Up

  • Personal meeting with consultant to review financial data of client and spouse.
  • Clarification of financial goals, objectives and priorities.
  • Current projected / required financial situation analyzed with the objective of identifying the time of financial independence.
  • On-the-spot scenarios developed based on planning strategies discussed and computer simulations / analysis results.
  • Personalized financial plans with specific action agenda.

Financial Check-Up, with Tax Preparation

Includes the components of the Basic Financial Check-up, plus:

  • Review of previous year's income tax returns to ensure consistency in filing.
  • Preparation of current year tax returns for client, spouse and all dependent children.

 

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