Financial Analysis & Goal Setting

“Plan your life and live your plan”

Want to know if you are on track to purchase your first home or how to determine if you qualify for a loan? An experienced accounting professional can help you develop realistic goals and evaluate your performance relative to your goals and expectations. In addition to developing realistic goals and assumptions, an experienced accounting professional can help you understand how banks and financial institutions underwrite different types of credit, and how to use leverage wisely in your life so you can avoid the behaviors that lead to personal financial crisis.

We can help you understand financial analysis, create reasonable assumptions, develop a plan, and measure your performance against your plan. In business, this is referred to as budgeting and forecasting. The same concepts apply to everyday life. Only in this case “plan your work and work your plan” becomes “plan your life and live your plan” (with the knowledge that you know where you are going and how you are getting there).

Here is what you can expect . . .

• We will help you identify what is important to you and your financial future;
• We will provide financial expertise to answer your questions and help you understand the assumptons and key elements of your plan; and
• As your plan evolves and your life changes we will assist you with evaluating and updating your plan.

For more information, please call us at (775) 828-5027 or send us an email.