Professional Analysis for Your Financial Planning Needs
Choose the focused analytical service that addresses your specific situation. Each option provides comprehensive documentation and insights to support informed decision-making.
Return HomeFocused Services for Specific Needs
Each service provides complete, standalone analysis designed to support particular financial planning objectives. Select the option that addresses your current situation.
Net Worth Documentation
Comprehensive inventory and valuation of all assets and liabilities creating a complete financial snapshot. This service establishes baseline documentation useful for tracking progress over time and informing various planning activities.
What You'll Receive:
- Complete asset and liability inventory with professional categorization
- Professional valuation methodology and documentation notes
- Centralized financial visibility in advisor-ready format
- Framework suitable for ongoing updates and tracking
Inheritance Planning Analysis
Financial examination of expected or potential inheritances and their implications for overall financial planning. This service addresses timing considerations, tax implications, and integration strategies without providing legal or tax advice.
What You'll Receive:
- Timing and tax implication analysis for planning purposes
- Integration strategy development for overall financial position
- Multiple scenario modeling for various timing and amount assumptions
- Documentation suitable for discussions with legal and tax advisors
Education Funding Projection
Detailed modeling of education costs and funding strategies for children or personal continuing education goals. This service examines cost trajectories, savings vehicle options, and timeline considerations to create clear projections.
What You'll Receive:
- Education cost trajectory modeling with inflation analysis
- Savings vehicle option analysis and comparison
- Sensitivity analysis for cost inflation assumptions
- Funding gap identification with timeline considerations
Choosing the Right Service
Each service addresses specific financial planning needs. Select based on your current situation and objectives.
| Feature | Net Worth Documentation | Inheritance Planning | Education Funding |
|---|---|---|---|
| Investment | $1,400 | $3,100 | $2,600 |
| Typical Timeline | 2-3 weeks | 3-4 weeks | 2-3 weeks |
| Primary Output | Financial inventory | Scenario analysis | Cost projections |
| Scenario Modeling | — | ✓ | ✓ |
| Advisor-Ready Format | ✓ | ✓ | ✓ |
| Update Framework | ✓ | ✓ | ✓ |
Simple Process for All Services
Regardless of which service you choose, our systematic approach ensures quality and clarity throughout the engagement.
Initial Consultation
Discuss your needs and determine service scope
Information Gathering
Collect necessary financial data and documentation
Professional Analysis
Apply systematic methodology to your situation
Delivery & Discussion
Receive completed analysis with explanation
Common Questions
Can I purchase multiple services?
Yes, many clients combine services to address different aspects of their financial planning. We can discuss package arrangements during consultation.
How long does each service take?
Most services require 2-4 weeks from information gathering to final delivery, depending on complexity and information availability. We work at your pace for gathering materials.
Do you provide ongoing advisory services?
Our services are focused analytical engagements, not ongoing advisory relationships. However, clients may return for updated analyses as circumstances change.
Is my information kept confidential?
Yes, all client information is handled with strict confidentiality following professional standards for data protection and privacy.
Ready to Get Started?
Contact us to discuss which service best addresses your financial planning needs. We're here to answer questions and help you move forward with clarity.
Schedule Consultation