4 Pillars of Financial Soundness

4 Pillars of Financial Soundness

Our lives are constantly changing and need to continue to adapt – with the 4 Pillars of Financial Soundness – we ADAPT for you so that you can LIVE the LIFE that you desire no matter where you are in your journey.

This in-depth analysis is centered around financial-tax planning that will review 7 tax-planning mechanisms and how they apply to the 4 pillars (Personal, Business, Investment/Retirement, Wealth Transfer)

Brief outline of what to expect:

1. Current situation analysis
a. Starts with data gathering
b. Cash flow analysis
c. Asset review
d. Debt review
e. Insurance review
f. Tax review

2. Goals and objectives
a. Short, medium and long term
b. Projections

3. Gap analysis
a. Quantify any shortfall

4. Strategy development
a. Strategies to close the gap

You can send us an email using this contact form or email us directly at info@jscpass.com and let us know what you need assistance on and we will contact you within 48 hours. Thank you!

 

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