Financial Planning

A pathway towards abundance and peace

A dynamic process which responds to your stage of life. It includes:

• Goal & Resource discovery - your journey begins here
• Cash flow management - balancing current expenses, prudent debt and goal funding
• Risk identification, reduction & transfer - what could go wrong and can insurance help
• Tax minimization strategies - making April 15th less onerous
• Sharing the wealth - strategies for educating children, caring for parents and gifting
• Estate planning - helping to assure your well-being and that of those left behind
• Investment - whether accumulating, preserving or distributing wealth, an objective and thoughtful investment program is the proper response

Financial planning is offered through ALENA Weath, a registered investment advisor.