Fee Only Financial
Planner
If you are looking for a fee only financial planner specializing in financial planning, wealth
management, divorce planning, business planning and tax planning, we offer financial planning tools to make the
process easier.
My goal is to provide a source of financial information and tools to assist you in getting
the information you need to reach your financial goals and to becoming a savvy investor and consumer. You
will find sections devoted to financial planning, starting your own business, consumer tips, saving money while
traveling and personal development.
I offer personalize service if you need any specific financial planning services which
include comprehensive financial planning, portfolio management, divorce planning, estate and tax planning. Call
or email me for further information: free initial consultation.
Fee Only Financial
Planning
A Financial Plannerâ„¢ is a specialist, who through a specific financial planning process,
objectively assesses their clients' current financial status, identifies problem areas, and recommends
appropriate actions to provide comprehensive, client-based financial planning.
Financial Planning
The financial planning process consists of six
steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work
out where you are now, what you may need in the future, and what you must do to reach your goals.
The process involves
gathering relevant financial information, setting life goals, examining your current financial status, and coming
up with a strategy or plan for how you can meet your goals given your current situation and future
plans.
For a detail explanation on comprehensive financial planning just select the Financial Planning section. There you will find
information pertaining to cash flow & insurance need analysis, investment and retirement planning along with
education, estate and tax planning.
Wealth Management
Whether you are seeking investment advice, money manager or investing in the stock market,
research is a valuable resource when deciding on what to buy and when to sell. Listed under the Wealth
Management section you will find some valuable resources to help you get the most from your portfolio.
The Wealth Management
Section will provide you with information on stock market research resources : includes Wall Street Journal,
Barron's, MarketWatch, Investor Business Daily, Value Line, Zacks Investment Research and Morningstar. Another
resource is ADVFN a financial data website offering stock quotes, charts, financials, news , portfolio, and real
time data.
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