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: Ongoing investment management is NOT included)
- Insurance Review
Life, Disability, Health, Long-term Care, etc.
- Estate Plan Review
Estate planning strategies for the efficient transfer and protection of your estate.
(Note: Superior Financial, LLC does not provide legal advice and does not draft estate planning documents)