Whether you're planning for retirement, preparing a trust, or a will.
Understanding your financial health can help you sleep at night! My individualized approach to creating a cash flow plan starts with evaluating your assets and liabilities, identifying your projected spending habits, then estimating your future income and expenses. Together we can develop a projected cash flow by year to determine how many years your assets will last. I can also assist with legacy planning and determining the best way to leave your assets to your heirs.
In situations where you are rearranging your assets (to purchase a house, for example), I can help determine the best way to finance your project.
"I offer my clients a comprehensive service and are available to them for questions year round. I am not set up to process thousands of simple returns and we pride ourselves in getting to know my clients." - Laurel