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Major Areas Typically Covered

Financial planning services can cover a number of topics, including financial questions, concerns, challenges, and opportunities.

Here is a sample of the major areas typically covered.


  • Goal Creation


    • What are your 12 month, 5, 10+ year goals?
    • Are you on track to achieve them?
    • Who holds you accountable for these goals?


  • Retirement


    • What does retirement mean to you?
    • How much money do you need to retire?


  • Income/Expense Planning


    • Does your income support your lifestyle? 
    • Are you spending intelligently?
    • How much do you need for emergencies?


  • Insurance


    • Do you need life and/or disability insurance?


  • Career


    • Do you enjoy your job? Why or why not?
    • Are there ways for you to adjust or change it?


  • Debt Management


    • How do you prioritize which debt to pay down first?
    • Should you be paying more or saving/investing?


  • Housing


    • Should you buy or continue to rent?
    • How do you determine your down payment?
    • When should you refinance your mortgage?


  • Education Planning


    • How much should you be saving for college?


  • Estate Planning


    • What documents do you need in place now?



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