Financial Planning
I work with my clients to build and implement a holistic and effective financial plan that considers and coordinates every aspect of their financial life, including investments, taxes, retirement, eldercare, legacy, debt, and insurance.
Available services include:
- Conduct financial wellness reviews
- Develop goals-based and cash-flow-based plans
- Calculate when clients can afford to retire
- Optimize Social Security claiming strategies
- Develop and implement retirement income plans
- Conduct prolonged bear market stress-testing
- Create consolidated net worth statements
- Identify cash and liquidity needs
- Perform education funding requirements
- Provide secure online document vault
- Identify securities-backed lending solutions
- Analyze reverse mortgage options
- Conduct Monte Carlo simulations to predict the probability of a particular outcome
- Identify and incorporate health care costs into financial plans
- Review employer benefits
- Analyze real estate holdings