Comprehensive Financial Planning

Personal Finance & Tax Management Services

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Comprehensive Financial Planning

Financial Planning involves more than just the allocation of assets and minimization of taxes. At Wellspring we follow a comprehensive, holistic approach that begins with asking a series of diverse questions regarding our clients’ life plans. With this information in hand, we craft a financial strategy that incorporates a deep understanding about all aspects of their financial life and goals. When appropriate, we can coordinate this financial plan across multiple generations.

Wellspring’s financial planning services include:

  • Identifying specific goals and objectives, as well as a timeframe for achievement
  • Selecting critical assumptions to be used in long-range projections (i.e. inflation, rate of return, marginal tax rates and mortality)
  • Identifying possible issues and shortfalls in connection with each objective and listing recommendations for action
  • Reviewing personal net worth with a detailed review of assets and liabilities
  • Titling assets and making recommendations for change
  • Projecting short and long-term cash flow, as well as retirement planning alternatives
  • Analyzing college savings goals and making recommendations for necessary adjustments
  • Providing expert assistance with a wide variety of special projects