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Financial Consulting - Decisive Path

 
How can I save for education? How can I maximize Social Security?
Financial Consulting

Occasionally a client does not desire a full plan but instead requires input on a specific financial planning question or two. Custom projects can be arranged to meet your specific needs, such as:

  • Getting started on a lifelong financial plan
  • Can I afford to ...?
  • Education funding options
  • Cash flow statement so you understand where your money is coming from and where it is going
  • Net worth statement so that you know what you own and what you owe
  • Review of insurance coverage: recommendations to assure appropriate risk management
  • Social Security analysis
  • Charitable donation planning, such as allocating donations between lifetime gifts and estate gifts
  • Second opinion on a previous financial plan
  • Roth conversion analysis
  • Required Minimum Distributions
  • Sustainable withdrawal amounts

Decisive Path also serves as a partner for understanding and dealing with the financial issues accompanying aging, divorce, and widowhood. This can be arranged on a consulting basis or an ongoing service under Financial Advisory.

 

Financial Consulting services are available at the rate of $175 per hour, with a two-hour minimum.

 
     
     
 
     
 
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