What is Comprehensive Financial Planning?
At Soaring Wealth LLC, we believe that every aspect of your finances needs to work together in order for you to reach your goals.
With a One-Time Financial Plan, we start by reviewing your assets, debt and cash flow, and then have in-depth discussions with you about your short-, medium- and long-term financial goals. After we build this framework, we prepare detailed analyses of your portfolio, tax situation, and estate plan in order to ensure that each of them are optimized and working in harmony toward achieving each of the goals that you have set. When trade-offs are required, we walk you through the different options and key implications so that you can make the best possible decisions for your family.
After completion of the One-Time Financial Plan, if Ongoing Financial Planning Services are selected, that framework will be updated at least annually to reflect your progress toward your goals, and will serve as a foundation for making additional decisions as your circumstances changes over time. We will serve as an accountability partner to help keep you on track, and address additional issues as they inevitably arise. In addition, in order to further help you implement your plan to achieve your goals, we offer integrated portfolio management as well as tax preparation services.
Additional services are offered at $250 per hour, with scope to be agreed upon in advance.
Tax Preparation Services
Click here for a referral to our sister company, Steuern & Taxes LLC. Separate fees apply.