Service Description

RESTORATION... is a way to “repair” or delete negative obstacles to redress overall credit worthiness. This is done with a thorough examination of your financial structure. These are our top objectives during the client consultation 1) Discuss interests (Tax planning, Financial planning, Investment planning) 2) Provide a quick process overview 3) Identify priorities and concerns 4) Create and implement a plan 5) Review and discuss credit 6) Explore programs FINANCIAL PLANNING Whether you're just starting out or starting a new chapter, objective advice can help you feel confident about what you're working toward and how you can get there. Work with a trusted advisor who can help customize a financial strategy unique to you. _______ RETIREMENT PLANNING Preparing for retirement? You’re on the right track. Find resources to help you continue moving toward your retirement goals. -Retiring Now You’ve worked hard for years, and now it’s time to enjoy yourself. Learn how to make the most of retirement, and make sure your money will last! -Starting Late for Retirement Hoping to retire within the next 15 years but just started saving? Learn how to use catch-up contributions and save more to make up for lost time. _______ ESTATE PLANNING There are a few main elements you should consider when beginning your estate planning journey begin with your wills. -A last will... the document that establishes who gets what in the event of your death. -A living will... a document that explains your wishes for medical care in the end stages of your life. _______ LLC / NONPROFIT STRATEGIC PLANNING A consultant can guide you through the startup process, advise you regarding funding legalities, and ensure compliance with annual filings and reporting requirements. With an experienced consultant by your side you'll have peace of mind regarding critical matters and your organization will be set up for long-term success. _______ * (Fixed fee $invoiced) ...consultations are beneficial to both client and professional because they provide clarity and predictability. The consultation fee is separate from fee for service. If the client is seeking fee for service only, there will be no consultative support. Retainer fees are used to ensure commitment to the work w/ in depth involvement throughout the duration of the project. The retainer fee is mostly to represent the professionals reserved time, and build a trusting relationship.