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

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Debt Help
Debt Help

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

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Investing
Investing

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

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Budgeting
Budgeting

Organizing your spending to develop a plan for reaching your goals

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Diagnostic
Diagnostic

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

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Insurance
Insurance

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

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Tax Planning
Tax Planning

Reviewing past tax returns and optimizing tax situation for future years

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Legacy Planning
Legacy Planning

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

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Retirement
Retirement

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

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