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You're currently CRUSHING it in your business
...but the though of finances and taxes gives you hives?
Typically, when you hire a financial advisor to help you manage your money, you give them your money, they put it into some bank and ask for your signature, and then they leave.
Which is where the problem starts.
Sure, you now have your money “working for you” but you’re still COMPLETELY in the dark about what any of it means. So, you just have to sit and wait for your tax bill to land on the doormat, not knowing what the end figure will be and never actually knowing if you’re paying more than you need to be.
And even if you do reach out to your financial advisor to try to learn more about how it all works? You’ll probably just get a whole bunch of industry jargon thrown back at you or you’ll be ghosted, waiting on a reply to a simple question for weeks on end.
Silvia Manent, CFA, CFP®
FINANCIAL PLANNING VIP DAY
We will cover all of the following topics
01.
Cash Flow & Budgeting
- Income Sources
- Expenses & Budgeting
- Debt Management
- One-Time Expenses
- Planned Large Expenses
- Emergency Funding
- Dollar Cost Averaging
- Mortgage Review
- Lines of Credit
02.
Investment Planning
- Review of Portfolio
- Asset Allocation
- Time Horizon
- Withdrawal Strategies
- Investment Policy Statement
- Stock Concentration
- Review Investments Held Outside of The Firm
03.
Income Tax Planning
- Review of Cost-Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Deductions & Credits
- Potential Roth Conversion
- Health Savings & Flexible Spending Accounts
04.
Retirement Planning
- Retirement Goal Setting
- Social Security & Medicare
- Business Planning
- IRA Contributions & Conversions
- Employer-Sponsored Plans & 401(k)’s
- Annuities & Pensions
- RMD’s and Withdrawal Strategies
- Self-Employed Retirement Plans
05.
Risk Management & Insurance Planning
- Review of Existing Policies
- Life Insurance Needs
- Long-Term Care Insurance
- Disability Insurance
- Health Insurance
- Homeowner’s or Renter’s Insurance
- Liability Coverage
06.
Legacy Planning & Charitable Giving
- Wills
- Power of Attorney
- Living Will
- Health Care Proxy
- Trusts
- Irrevocable Life Insurance Trusts
- Estate Taxes
- Guardians for Minor Children
- Charitable Giving & Trusts
07.
Business Planning
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08.
Assistance to Loved Ones
- Gifting
- Education Planning
- Caring for Elderly
- Roth IRA’s for Children
- UGMA/UTMA
Main Services
02.
Financial Planning
03.
Millionaire Investing Secrets Course
04.
Workshops & Seminars
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Testimonial
What Clients Are Saying
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