Financial Review is a limited engagement, financial assessment designed to help you answer your most immediate financial questions. Service to include up to three separate meetings.
Discovery Meeting: Gather your financial information, goals and planning objectives.
Initial Findings Meeting: Review financial information, assumptions and initial findings. Discuss implementation options.
Take Action Meeting: Review final findings and recommendations and set forth specific action steps.
Included in service:
- Financial Preparedness
Assessment and advice on how you are tracking toward achieving your goals.
- Financial Position Review
Budgeting, Debt, Taxes, Emergency Fund, etc.
- Savings & Investment Review
Retirement, Education, Second Opinion on Investment mix and fees.
(Note: Implementation of a comprehensive investment plan is NOT included)
- Insurance Review
Life, Disability, Health, Property & Casualty, Long Term Care, etc.
- Estate Plan Review
Beneficiary Designations, Will or Trust, Power of Attorney, Health Care Power of Attorney, Health Care Directive, etc.
(Note: Superior Financial, LLC does not draft estate planning documents)
Limited Scope Consultation Service
For those who desire advice in a financial area limited in scope we offer our financial consulting services at an hourly rate ($200/hour). Please contact us for more information.