Money Management

 In the strategic planning meeting, we identify how you are currently managing your income and expenses. We then identify any gaps and improvement opportunities so that you can see a quick and easy return on your initial time investment. We’ll then set up an action plan to enhance your existing (or create new) systems that will simplify your tasks and save you time and money.  Some of the topics we will cover include:

  • Goal Setting
  • Money Mindset Review
  • Cash Flow Analysis
  • Banking and Credit Account Review
  • Record Keeping for Income Tax Preparation
  • Review/Set-up Spending Plan (P & L)
  • Income Analysis
  • Expense Analysis


Strategic Planning 

Once you have your day-to-day financial systems organized, it’s time to grow your assets.   Being mindful that what you focus on expands, we will review your existing systems.  We then can make suggestions that enable you to focus on meeting your financial and lifestyle goals. Some of our offerings include:  

  • Review/Set-up Assets vs. Liabilities (Balance Sheet)
  • Retirement Plan Account Review
  • Investment Account Review
  • Estate Planning Review – Wills, Trusts, Guardianships, etc.
  • Monthly Accountability Sessions
  • Planning for investment property purchase