Financial Assessment and Goal Setting: Review of Current Finances: The planner evaluates your income, expenses, debt, assets, and liabilities to understand your financial situation. Setting Goals: They help you define both short-term and long-term financial goals (e.g., retirement, buying a home, education, or travel).

Financial Planner, Investment Management, Tax Income Strategies, Health & Long-Term Care Planning, Estate Planning, Financial Education & Coaching, Home Equity Planning, Retirement Income Planning