If you've thought that you would love to have a financial planner but could not afford it. This program delivers savings and peace of mind that far exceeds its cost. Work with us on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement the plan. Naturally, pressing needs may be addressed first but our general process includes:
• Goal Setting
• Money Management and Spending Plans
• Tax Preparation and Planning
• Portfolio and Real Estate Analysis
• Investment Strategy and Implementation
• Insurance Analysis and Review
• Estate Planning Review
• Retirement Planning
• Strategic Business Planning
• College Funding and Education Planning

-Financial Tune-up...Designed to "Rev Up" Your Personal Finances

This program answers your three most critical questions and is not a comprehensive plan. The number of meetings is limited.

Contact us to get the financial help you need: 614-873-2874 - Carol@SavvyOutcomes.com  6336 Phoenix Park Dr., Dublin, OH 43016