Areas of Focus:
- Investment & Financial Planning
Risk Management and Insurance Needs
Cash Flow & Budgeting
Assistance to Loved Ones
Income Tax Planning
We will ask you to do some “homework” and gather information like your company benefits, retirement statements, any investment or savings statements, insurance policies, loans or debt statements, etc. We want to understand the full picture as to how your financial life stacks up. Your finances are only part of the equation. We also want to understand your needs, wants, and values. We want to know how you envision your future and what goals you hope to achieve.
After we gather the information, we analyze the data you have provided us and build a custom financial plan that helps you visualize and then meet your goals. We illustrate alternate scenarios and suggest adjustments for you to consider in order to make your goals a reality.
Present Financial Plan
We don’t talk just about investments. We will build a comprehensive strategy that helps you achieve the goals that mean the most to you. Your plan may include: managing debts, building a budget you will adhere to, making sure you are taking advantage of employer benefits, discussing what is most at risk and which types of insurance you should consider, if any, discussing the importance of a will, other estate plan documents, and many others. You are always in the driver’s seat, but our team will help you implement important strategies and track your progress over time.
We understand how busy your life is and you need someone to help you prioritize and implement agreed upon strategies. Having a long list of “To-Dos” can seem overwhelming, so we help you prioritize action items and check them off one by one.
We want to meet and review the financial plan and track your progress with you. Life changes and we routinely update your financial plan and goals to take those changes into account.
Give us a call at 502-242-1561 or send an email to firstname.lastname@example.org if you would like to learn more about how Centerline Wealth Advisors can help you meet your goals!