Planning Your Estate
I will help you work out an estate plan that gives you control over how your assets are distributed, including heirs and chosen charities. Together we can also help preserve the value of your assets by helping you manage expenses and taxes.
I will help you work out an emergency reserve plan and make sure your short- and long-term goals are met and not sacrificed.
Preparing for New Child
I will help you work out an emergency reserve plan and offer insurance and financial security options. Your advisor will also go over savings and short-term goals, as well as long-terms goals, like education and retirement.
Marriage brings up many financial issues, and when you get married, don’t forget you are now saving for both of your short- and long-term goals. I will help you work out an emergency reserve plan and help you make sure both of you are covered by adequate resources.
The first step toward funding your financial plans and investment goals
Let’s get started on the right business solutions and services to help you achieve your short- and long-term goals. I am ready to help by meeting with you one-on-one, or face-to-face.
Paying for Education
While your children are still young, it’s important to keep your short- and long-term goals in mind. I will help you find out how much is enough based on education cost projections, and understand your options and tax implications.
Preparing for Retirement
I will help you assess your budget today, undstand your tax situationyou’re your short- and long-term goals. Your advisor will also help you go over estate planning issues and insurances.
At New Direction Consulting, I understand your needs are unique. I am ready to help by meeting with you one-on-one, face-to-face to talk about your needs, and where you stand now. I will put together a plan that works for you.