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Personal Financial Planning

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  1. Retirement planning – saving for retirement.

  2. Debt analysis & debt strategies.

  3. Personal cashflow analysis.

  4. Personal budgeting.

  5. Breakeven analysis/sources and uses analysis.

  6. Insurance analysis and planning.

  7. Estate planning.

  8. Investment analysis – current positions.

  9. Developing investment strategies.

  10. Personal risk analysis.

  11. Cashflow forecasts.

  12. Tax projections.

  13. Tax planning.

  14. Analysis of benefit/retirement plans.

  15. Purchase analysis – homes, cars, etc.

  16. Planning for a dream vacation.

  17. Developing charitable giving strategies.

Business Financial Planning

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  1. Financial statement analysis.

  2. Analyzing accounts receivable.

  3. Performing a fee analysis (dentistry only)

  4. Generating cash and tax forecasts.

  5. Establishing revenue/collections goals.

  6. Establishing expense goals.

  7. Planning for business expansions.

  8. Business entity selection and analysis

  9. Compensation planning.

  10. Retirement plan analysis.

  11. The acquisition of a business.

  12. Forming a partnership.

  13. Selling a business.

  14. Planning for a major purchase.

  15. Business debt analysis.

  16. Building/buying a building.

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