FINANCIAL PLANNING & COACHING SERVICES
You can live a better life, we can help you plan for a better tomorrow.
A financial plan identifies, organizes and prioritizes your financial goals, then outlines the steps you need to take to achieve them. They can also lend some insight as to if you’re on track to meet your financial goals or if you need to make adjustments.
The different areas covered by financial planning include but are not limited to:
- Cash flow and budgeting analysis;
- Savings and investments analysis;
- Debt composition;
- Insurance planning;
- Tax planning and;
- Estate planning.
A financial plan can stretch over months, years, or decades, depending on the time horizon of your goals. It must be dynamic, achievable and broken into steps so that you can live the plan.
Bkcrunch advisors’ will guide you through every step of the process to give you the confidence that you have someone to hold your back.
iNVESTMENT PLANNING
We will analyze your specific investment situation, investor profile and future needs to create a plan that matches your style. We will structure the foundations for your future financial freedom.
RETIREMENT INCOME PLANNINg
We will discuss your retirement goals and objectives, understand your current situation and create a plan to fill the gap so that you can start taking the steps to better prepare for your future years.
ESTATE & TAX PLANNING
Everyone needs an Estate Plan no matter how much you own or how old you are. Estate planning is going through the process to ensure your loved ones are well cared for in the most tax-efficient way, according to your wishes. We will help you structure a plan today so that a moment of grieve and pain in the future does not turn into a nightmare for your survivors.
FAMILY PROTECTION MORE
Life happens, and we want to help you have a plan at every stage of your life. There is no better plan than having a plan. It does not matter if you are a student, single professional, starting a business, getting married, having kids, having a disability or going through a divorce; we want to help you have that peace of mind.
CPA reviewed
We work your planning and final strategy with a CPA so we can maximize the benefits you receive from our services.
Package discount
Sign up for our bookkeeping, accounting and financial planning services and receive a preferential rate package.