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A Free Webinar on How to Determine if a Financial Plan Can Be of Value to You
Determining if a Financial Plan Can Be of Value to You
Creating a path to a successful financial future can be difficult. All of your financial needs are part of a big, interrelated picture. As a Financial Planner, I can look at your situation and help you with the following:

Assessing your financial situation
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Tracking income and expenses
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Determining net worth
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Establishing an emergency fund

Saving for major expenses
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Funding a college education
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Buying a house or car
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Developing a cash reserve for specail occasions like wedding or vacations

Retirement planning
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Estimating retirement income and expenses
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Determining the amount of money you need to save to meet your future retirement income goals
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Estimating the value of government programs
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Identifying tax strategies to help minimize tax liabilities

Investment planning
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Reviewing your experience and attitude about money and investing
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Assessing your risk tolerance, including identifying your biggest concerns about investing
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Developing an asset allocation strategy for each accumulation goal
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Determining investment vehicles that best match your tolerance for risk and time horizons

Tax planning
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Identifying potential tax liabilities and tax-deferral strategies
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Staying abreast of recent tax law changes

Protecting against financial crisis
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Helping to ensure your family's ongoing financial needs will be met if you die
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Helping to meet your financial needs in the event that you become disabled or need special care
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Planning for continuing your business

Presented by Tamala Francis,
Founder & CEO at Francis & Co.
If you're like most people, you've taken some steps to reach a few of your financial goals. Do you know if you're going about it the right way? Most of us don't have:
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The ability to distance ourselves from immediate concerns and take a long-rang view of our financial goals
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The knowledge to know what strategies are best
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The time we really need to look at all the possible solutions
A Holistic Approach to Financial Planning
A holistic approach to managing your finances takes your financial goals and dreams into account first. Then together, we embark on a journey to help you develop an integrated financial plan to realize those dreams.
It's my mission, as a Financial Planner, to help you reach your short- and long-term financial objectives through the development of your plan, with me, you will have more confidence in knowing your next step is helping you move along the path towards financial security.