FINANCIAL PLANNING
Thoughtful financial planning prioritizes all of your life and financial goals and ensures you reach each of them as cost-efficiently as possible. The key underpinning of financial planning is understanding. At Momentum Advisors, we go to great length to understand you. It’s more than just asking the right questions, it’s also from listening, watching and dreaming right alongside you.
As financial planners, we must first understand your current financial and life picture. We must then endeavor to understand your financial psychology – how do you feel about money, investing and spending. Next we dive deeper into your goals for your life, your family, your community and your financial assets. We then find areas for improvement or opportunity – the changes that must be made to ensure success. The final step takes place over time – the implementation of your plan and the monitoring and re-assessment of your progress towards your goals.
Services include but, are not limited to:
CASH FLOW MANAGEMENT
RISK MANAGEMENT
INVESTMENT MANAGEMENT
LIABILITY ANALYSIS
TAX PLANNING
PRIVATE EQUITY ALTERNATIVE INVESTMENTS
TRUST & ESTATE PLANNING
CHARITABLE PLANNING
FINANCIAL EDUCATION
BUSINESS CREATION & PLANNING
RETIREMENT PLANNING