420 N Evergreen Rd,
Building B, Suite 300,
A comprehensive evaluation of an investor's current financial state using currently known variables to predict future cash flows, asset values, and withdrawal plans.
Understand where you are today.
1. Cash Flow Analysis: Inflows of cash in your daily life.
2. Net Worth Calculation: The value of your assets (things you own, like a house or car) minus your liabilities (monetary obligations to others, such as a mortgage or car loan)
Identifying clear, achievable goals is a crucial part of anyone’s financial plan. Setting precise goals allows you to determine how much you need to set aside each month and track your progress. Here is how we categorize goals...
Short Term: Under one year
Emergency savings, electronics, vacations
Mid Term: One to five years
House payment, Wedding
Long Term: Over five years
Retirement savings, Higher Education
Ambitious goals require aggressive work ethic and rigorous planning. We record your specific goals to help you determine your timeline and personal budget. You may find numerical data daunting or unrealistic based on your current financial situation but do not worry. We will achieve them as a team. You will be able to adjust your income and expenses to free up cash for savings. If not, we can determine priorities and save for your most important goals first.
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