Financial Planning

Sound financial planning is a process, not an event. Our multi-step process provides you with an in-depth review of your current financial situation and a blueprint that shows you how to achieve your goals and objectives for the future.

 

Here at MainStreet, we believe in helping you achieve your financial goals and objectives, whether they’re short- or long-term. For example, we have helped our clients achieve the following common goals:

 

  • Saving money on current or future income taxes.
  • Providing your children or grandchildren a high-quality education.
  • Enjoying worry-free financial independence.
  • Leaving a legacy for your loved ones or a cause important to you.

 

By focusing on cash flow, investments, taxes, pensions and retirement plans, estate planning, insurance issues, savings opportunities, and other general financial matters, we design a customized financial plan for you.

STEP BY STEP

Our process to help you reach your financial goals

Initial Inquiry

Fill out our questionnaire & submit $100 meeting fee

Initial Meeting

View sample plan, fee estimate, collect documents and deposit

Goals Meeting

Review of spending and cash flow and set financial goals

Interactive Session

Review work in progress via phone, Skype or online desktop sharing

Final Presentation

Provide recommendations and implementation advice, plus follow-up advice

Monitoring & Follow up

30 days free advice, 6-month checkup, 1st Fridays

WHAT BEST DESCRIBES YOU?

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