- Track past and current spending.
- Develop a budget to maximize income.
- Implement technology to keep you accountable.
- Analyze your student loans
- Organize your credit cards
- Determine the best payment method
- Refinancing options
- Track progress
- Assist with an emergency fund
- Determine insurance needs
- Analyze what you have
- Shop for the right coverage and discounts
- Help you apply and secure the policy
- Set retirement and other financial goals
- Determine how much you can save and where.
- Open investment accounts
- Analyze current investments
- Recommend appropriate investment portfolios
- Monitor performance
- Strategize alternative investments, i.e. real estate, venture, etc
- Planning ahead to minimize taxes
- Discussing legacy goals, and lining up your financials goals
- Ongoing collaboration with your CPA and attorneys