Private Wealth Counseling
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Your Plan
Written Financial PlanThe written comprehensive Financial Plan addresses your current financial situation, your desired objectives, and specific, personalized strategies available to achieve those objectives. The Financial Plan includes the following schedules:
- Schedule of Financial Objectives and Assumptions
- Investment Summary
- Retirement Planning Schedule
- Educational Funding Schedules, if applicable
- Estate Planning Schedule
- Insurance Needs Analysis (Life/Disability/Auto/Homeowners/Personal Liability)
- Fringe Benefit Planning and Analysis
- Financial Statement and Net Worth
- Income Tax Statement, including comparison to current withholding/estimated tax payments
- Cash Flow Statement
- Financial Plan Summary, which lists the actions needed to implement your Financial Plan
- Home Mortgage/Real Estate Analysis
- Business Continuity Plan
- Stock Option Schedule, if applicable
Investment Summaries
Below outlines a brief listing of included schedules in the Investment Summary of your plan.
- Asset Allocation Schedule
- Investment Asset Basis Schedules
- Consolidated Investment Holdings Statement
- Allocation Report
- Risk Analysis
- Individual Security Analysis
- Investment Recommendations
- Internal Rate of Return Report
- Current Market Review Letters - PPS accounts only
Additional Services
We assist you with every aspect of your financial life. Here are some additional services we provide:
- Coordination and assistance with annual tax preparation.
- Coordination and assistance with estate planning attorney and appropriate asset transfers.
- Assistance with mortgage refinancing.
