At Schultz and Kellar, PLLC, we begin by learning about your financial goals, then work with you to develop a plan for how you will meet those goals. We will conduct an in-depth review of your financial situation, and offer advice on how to achieve and continue working towards those objectives.
A financial plan should include a review of your net worth, your financial goals and objectives, your investments, cash flow, retirement planning, tax planning, insurance, and a plan for how you will meet your goals.
A sound financial plan will help you achieve your financial goals, such as buying a house, planning for retirement, or saving for a child’s education.
Financial planning and estate planning are both important and may have overlapping goals and objectives. Financial planning helps you make decisions about your assets to achieve your financial goals, while estate planning gives you an opportunity to think about how you will pass on your financial legacy to future generations.