We will also perform a Budget Analysis to help you categorize your spending and make recommendations, if applicable, in order to ensure your spending is aligned with your goals. This will also help you understand how much you can safely spend without jeopardizing your long term financial security. This is a service we provide to our clients’ children and grandchildren, too!
Through our Budget Analysis, we will review your spending on an annual basis and help you identify areas to optimize your cash flow. This will also help you understand how much you can afford to spend and/or give away.
This team includes a Client Advisor, a Client Advisor Associate, and a Client Service Representative. Furthermore, each advisor may utilize the expertise of other firm staff for specific projects, such as estate planning or investments. Your client advisor will also coordinate with your other professional advisors, including accountants, attorneys, and bankers, to make sure that everyone is working efficiently on your behalf.