Becoming Independent... breaking down the big picture

Goal Setting
Goal Setting

Determining where you want to go, and how to get there based on your current situation

Debt Help
Debt Help

Organizing past debts and discussing new ones (student loans, mortgage, credit cards, etc.)

Investing
Investing

Exploring types of investing, and developing a plan to start SAVING

Budgeting
Budgeting

Organizing your spending to develop a plan for reaching your goals

Diagnostic
Diagnostic

Examining where you've been, and how it's led to where you are now

Insurance
Insurance

Assessing & supplying (as needed) all the "insurance's" (life, health, car, homeowner, etc.)

Tax Planning
Tax Planning

Reviewing past tax returns and optimizing tax situation for future years

Legacy Planning
Legacy Planning

Ensuring all assets are titled properly to avoid PROBATE and setting up education savings plans

Retirement
Retirement

Reviewing investment options in your employer's retirement plan (401K, 403b, etc.) and any IRA's