Project-Focused Planning Services 2018-06-19T21:38:27+00:00

Project-Focused Planning Services

Sometimes you may have only one or two things that you consider to be more-pressing concerns that would ease your mind if handled first, or perhaps you have a good grip on the majority of your financial life and only want some professional guidance on a specific topic.

Not everyone needs or even wants an in-depth analysis of their financial standing and may only be seeking answers to a single issue of concern. That is why we have developed our Project-Focused Planning Sessions – to help you take control of those problematic areas, allowing your financial goals to become a reality.

Our Project-Focused Planning Sessions provide you some 1-on-1 time with an expert to get as much answered as you can about the financial topic(s) or concern(s) you wish to discuss. After your session, you will receive a report summarizing what was discussed along with a list of action steps to help you on your way to success.

Some Examples of Specific Topics or Projects:

  • Student Loan Analysis & Advising
  • College Funding Strategies
  • Financial Planning for Pre/Post Divorce
  • Employee Benefits Analysis & Selection
  • Small Business Retirement Plan Selection
  • Monthly Budgeting and Savings
  • Self-Employed Tax Preparation
  • Business tax Preparation
  • Family Growth Financial Planning (i.e. new baby)
  • Business Growth Analysis
  • Financial Business Planning
  • Debt Consolidation
  • Debt Management Planning
  • Investment Planning Advice
  • Investment Management

These are only a few examples of the many possibilities that we can help you with. Feel free to get creative, these projects are always able to be customized to your specific financial goals and questions. If it is a concern or question that has to do with managing your current wealth, taking care of your future financial concerns, or building tomorrow’s wealth today, then contact us at (813) 305-01223 or fill out the form to the right to see how we can start helping you today.