top of page

Comprehensive personal
financial planning

Areas of focus:

  • Budget and Cash Flow Analysis and Planning

  • Risk Management Assessment and Planning

  • Retirement Income and

  • Accumulation Strategies

  • Investment Planning

  • Tax Planning Strategies

  • Education Funding

  • Real Estate Advising

  • Estate Planning

6-Month Engagement​

Hourly Consultation

Areas of focus:

  • Prospect consultation – non-referral

  • Ancillary Services

  • Payment in advance

Financial planning for businesses and Entrepreneurs

Areas of focus:

  • Budget and Cash Flow Analysis and Planning

  • Tax Planning

  • Employee Benefits Planning

    • Plan Selection and Administration

    • Executive Compensation

  • Succession and Exit Planning

  • Business Formation Planning

  • Risk Management Assessment and Planning

  • Capital and Fundraising Planning

12-Month Engagement

Financial plan monitoring

Areas of focus:

  • Continued monitoring of the implementation and effectiveness of a current financial plan completed with First Choice Financial Planning.

  • Financial planning issues that occur during a monitoring agreement that were not covered in the current plan may be addressed with an amendment to the monitoring agreement and additional fee.

bottom of page