Working with Liz Updike
Financial Planning Services Available
Our goal is to take our clients planning to the next level by looking at your entire financial picture from a cross disciplinary approach. Not just a legal, tax, or investment point of view but across the integration of all three. We offer financial planning services as a specific and separate service, which is a detailed process allowing our clients and advisors to review a comprehensive point-in-time analysis identifying planning gaps and opportunities.
Please ask me about this specific service.
Financial Planning Services
Holistic Audit
- Perform a holistic audit of your current financial situation
- Examine assets, liabilities, cash flow, liquidity
- Incorporate previous planning and work with other advisors
Our History
- Identify our clients’ financial goals and objectives
- Identify our clients’ financial concerns and challenges
- Analyze probability of success
Analysis & Design
- Identify coordination gaps and areas not addressed
- Perform analysis on clients’ specific planning needs
- Develop customized financial solutions
Plan
- Walk through the plan in detail
- Explain all recommendations
- Develop an implementation schedule