FINANCIAL HEALTH CHECK-UP


You.  You have a lot going on in life.  You have a running tally in your head of your asset accounts, debt obligations, an approximation of cash in/out, and some good intentions about setting up an estate plan.  It's scattered, though, and you have some doubts about whether you're "getting it right."

This is what we deliver to you, along with our best thinking about how you can do even better managing your financial life:

  • Consolidated view of asset accounts & debt obligations (locations, titling, structure)
  • Detailed analysis of prior year spend
  • Establishment of household bookkeeping system
  • Summary of existing estate plan
  • Summary of entities
  • Catalog of critical documentation
  • Assessment of areas for improvement and next steps
  • Recommendations if vacancies in your professional services team (investment manager, attorney, CPA)