This step of the process allows us to discover all of the relevant facts and feelings that are necessary to provide truly personalized advice, then develop and clearly document a customized set of strategies and tactics.
The CPR encompasses the following areas:
Summary of recommendations
Your goals and objectives
Statement of assets and liabilities
Cash flow and savings improvements
Financial independence projections and retirement planning
Investment portfolio analysis and asset allocation
Integration with corporate planning and business structure
Education funding
Tax planning and tax reduction
Estate planning, including tax-planned wills
Life insurance needs analysis
Risk management assessment
Special Needs
- disabled dependants
- charitable giving
- elderly parents