When designing a Financial Plan, we want to make sure we cover as much of your needs as possible. That’s why having a thorough analysis of your personal cash flow/financial analysis is very important. Not only will it minimize the chances of missing/overlooking something, it will also give us a more accurate picture of what needs to be in place to achieve your financial goals. We would start off by reviewing your current budget and cash flow and from there find out where you are right now and where you want to be. Once your goals have been established and documents collected, we will present an overview of your financial assessment. The Strategic Blueprint outlines the financial focus areas to be address and how we will manage specific deliverables and timelines.