Comprehensive financial planning services offer a robust planning experience that begins with a complimentary discussion to ensure our services will meet the potential client’s needs. Our clients tell us that they appreciate the careful attention we take to get appropriately acquainted with them. Once an engagement begins, we combine the client’s goals with a thorough review of their financial, family, and business structures. We then provide appropriate recommendations to ensure our client’s planning success through a custom action plan and implementation timeline. We coordinate the solution implementation process with third-party professionals on our client’s behalf, which saves our clients time and money.
Our planning process focuses on the client’s current financial situation and helps the client to connect the dots between their current situation and the achievement of their financial goals. Topics addressed in the comprehensive wealth planning engagement may include:
“Since working with Rhonda on my estate and wealth planning for the past couple of years, I cannot even measure all the valuable information and guidance she has provided for me and my family. I am convinced that she saved us 100s of thousands of dollars in unnecessary life insurance premiums and I could not have done this on my own. I would recommend Rhonda and her firm to anybody that is in the process of their estate and wealth planning.”