Broker Check

Current Financial Position

Net worth

We will calculate your current net worth, as well as analyze the make-up of it. We call your net worth your “financial report card”, and will monitor it on an on-going basis to track our progress.

Cash Flow statements

Addressing your monthly cash flow (income coming in vs. expenses going out) is an important first-step in successfully managing your overall finances. Failing to have a clear picture of your regular recurring bills and expenses can dramatically reduce your ability to meet your financial objectives

Cash Reserves

Fundamental to building an independent, manageable future is saving for the unexpected as well as the expected. Saving is easier if you “pay yourself first” and build in automatic savings into your budget. We will give you guidance on how much to keep in reserves as all times, and how to structure your reserves in seeking to maximize liquidity and returns.