"The journey of a thousand miles begins with one step." Lao Tzu

Your Personalized Wealth Strategy Guide provides you with insight and recommendations covering the following topics:

• Income
• Household expenses
• Budgeting and spending alternatives
• Dependents
• Public assistance sources
• Credit score/report
• Credit usage
• Healthy balance sheet
• Saving and investment allocation
• Savings Products (cash, CD, investing options)
• Insurance Products (health, life, disability, LTC, property, liability)
• Credit Products (credit cards, mortgages, auto loans, home equity)
• Life event expectations and contingencies (travel, college, marriage, retirement, domestic issues, estates)
• Retirement Saving (401K, IRA, Roth IRA, pension, allocation)
• Your beginning net worth calculation.
• How your finances compare to statistics
• Financial projections for the future