- Financial records filing and retention
- Quicken setup and training
- Online banking and bill paying
- Review of cash flow requirements
- Review of liquidity, debt ratios, personal net worth
- Budget setup and tracking
- Discuss risk tolerance, short and long-term financial goals and priorities
- Evaluate feasible alternatives
- Develop an investment plan tailored to client's timeframe and risk tolerance, including asset allocation
- Monitoring and coaching towards goals
- Review insurance coverage and estate plans to identify deficiencies
- Tailored referrals and resources
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