Personal Consultation
How much savings will you need to retire comfortably?
How about pay for your children’s education? Leave a lasting legacy for your family?
If you can’t answer that right away, a free financial consultation can change that.
Personal Financial Consulting
Consulting goes one step beyond routine planning. In your appointment, you will set goals and objectives, and receive a detailed assessment of your situation. Specific strategies will be developed to help you achieve those goals, and you will receive a written plan. This is the roadmap to your financial success, and you will receive regular coaching to help you reach your destination.
This program is ideal for individuals and families seeking the counsel of a life-based advisor. This is ideal for coping with life-changing events such as retirement, marriage, divorce, a new baby in the family, and business succession.
Andray Domise will work with you and your family to develop your unique list of short term and long term goals, and will develop specific recommendations in the following areas, as requested.
• Cash Flow/Budget Analysis
• Net Worth Analysis
• Debt Management
• Investment Analysis
• Retirement Planning
• Risk Management
• Education Planning
• Estate Planning
Click here to read “The Best Investment”
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Does your workplace have an Employee Assistance Program? Find out if financial coaching is covered. You may be able to reap the benefits and get the help you need.
Are you an employer or business owner? Do you understand that your employees’ financial well-being affects their productivity in the workplace?
