4000 Westchase Blvd , Suite 300
Raleigh, NC 27607



Financial Planning

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

A concise financial strategy considers many aspects such as: 

  • Needs Analysis
  • Retirement Plans
  • Retirement Income Plans
  • Insurance Plans
  • Tax Strategies
Cash Management Basics   Cash Management Tools
Managing Cash   Savings Alternatives
Doubling Your Money   Retirement Plan Limits
Money Market Funds   Estate Planning

Once a Financial Planning Meeting is scheduled, this checklist will guide our discussion. Please print, and complete it in advance of our scheduled apointment. Click below to find a time that works best for you.