Our work with clients begins with creating a comprehensive review of your finances. We want to understand your current situation and how your financial status relates to the goals you have expressed. We also want to determine if you might have other requirements across the financial spectrum. As we work through the seven steps, we make sure you understand the “what’s” and “why’s” along the way.
Our methodology is in-depth and very thorough. In fact, we create a long-term cash flow model that reflects your assets, liabilities, income sources, and expenses. The projection looks out over decades and includes almost every aspect of your financial life.
Our experience has shown that a meticulously crafted cash flow projection provides our clients with great clarity about their personal finances and often helps them confidently approach decisions about both short and long-term financial matters. Seeing and visualizing the income streams and expenses over years provides an effective framework for approaching strategic decisions across many areas including: