Financial Planning
- Identify your goals, objectives, and concerns
- Perform a comprehensive analysis of your existing investments, including income received from dividends, and interest
- Determine your need for income and determine monthly cash flow
- Employ the use of algorithm analysis to determine your tolerance for risk
- Develop an asset allocation model that is suitable for your individual situation
- Fully explain the strategy that will be employed
- Construct a comprehensive financial plan using state-of-the-art financial planning software geared toward your individual goals and objectives
- Determine if Powers of Attorney are necessary.