Financial and Lifestyle Planning

We believe in working to live, not living to work. Our financial and lifestyle planning service was developed to establish financial systems that allow you to make decisions with ease — knowing that your cashflow, investments, savings and taxes are handled.

  • Monthly, quarterly and annual cash-flow projections and budgeting

  • Monthly, quarterly, and annual financial reporting statements and meeting

  • Development and implementation of proactive and forward-thinking tax and financial strategies

  • Recording monthly cash-flow and bookkeeping

  • Systems to ensure state and federal tax compliance

  • Investment and large purchases advisory

  • Set up and registration of business entities where necessary

  • Set up of business checking and savings accounts where necessary

INCLUDES: