Individual and Family Financial Plans
Cash flow planning
Debt management
Comparing financial goals
College savings
Employee benefits optimization
Estate Planning
Insurance review and risk management
Investment analysis
Retirement planning
Tax planning strategies
Individual and Family Ongoing Financial Services
Cash flow planning and spending review
Regular budget meetings
Financial counseling
Financial wellness and resiliency training
Goal strategies and variance consultations
Life change and directional change conferences
Frequent financial plan assessments
Investment Management
Streamlined client interface
Goal-based savings plans
Emergency funds
Traditional and Roth IRAs
College savings plans
Inherited IRAs
SEP IRAs
Trust accounts
Behavioral finance strategies
Personalized portfolio management
Business Start-Up Package
Guided entity formation in Colorado
Sales tax licenses and operating licenses
Operating agreement creation
Record-keeping best practices
Yearly company compliance schedule
Financial accounts guidance and best practices
Online bookkeeping set up
(QuickBooks Online, Wave Accounting)
Chart of Accounts creation
Initial sales projection and budget estimates
Business Financial Plan
Financial Snapshot
Cash-flow reporting and projections
Budgeting
Sales Projections
Focus on profitable areas of growth
Review liabilities
Risk mitigation and Insurance coverage
Business savings and Investment plans
Owner and Employee retirement plan options
Business Ongoing Financial Management
Accounting and record keeping
Accounts payable and accounts receivable
Transaction categorization
Statement reconciliation
Monthly budgeting
Payroll entry
Tax deposits
Financial reports and guidance
Focus on productivity and profitability