Financial Planning Services
Planner clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life. These clients partner with me on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, law, and life occur.
Financial Plans are broad-based and consist of a detailed written analysis of your financial situation and recommendations to fulfill your goals. My planner clients are given a tailor-made integrated financial plan covering selected aspects of their financial life, which can include building, protecting, and distributing wealth; portfolio construction; college funding; retirement planning and more. I can provide advice on numerous opportunities and challenges.
- Insurance and Risk Evaluation
- Charitable Giving
- Navigating Life Changes (such as marriage, career changes, family planning, divorce and death)
- Comprehensive Financial Evaluation
- Retirement Income Planning
- Budget Creation and Reconciliation
- Investment Allocation and Risk Tolerance
“You will not be condemned for past actions, these challenges make us stronger and change our paths. I will respect and listen to you.”
– Ashley Miller
The 6 Step Transformational Wealth LLC Financial Plan
1. The Initial Discussion
2. Our Agreement
3. Gathering Information
4. Building Your Financial Plan
5. Your Plan to Financial Success
6. Ongoing Relationship (optional, but recommended)
Are you ready
to clarify, simplify, and organize your financial life?