Broker Check

Goal Planning, Probability & Cash Flow Analysis

Winter

We review the probability of reaching your goals, what adjustments may be needed to improve those odds, and determine a rate of return needed from your investments. In addition, we review your cash-flow (expenses vs. income).

Goals are stored on your financial website and evaluated with ease. The site allows you to link in your bank/credit union account(s) and credit card(s) automating your cash-flow. We store important contact details about each of these institutions.