How to get started

Call (614-873-2874) or e-mail Carol@SavvyOutcomes.com today to schedule your free initial consultation. After receiving your call, we will send you a Profile to complete. At your first meeting with Savvy Outcomes, we will provide you with a price quote.

We offer a range of services that include an initial free consultation, simple to complex assessments and recommendations, periodic reviews, comprehensive financial plans, performance monitoring, on-going implementation services, and professional referrals.

Families and Individuals

Simple Financial Plans - A review with recommendations concerning two to three financial issues which may include:

  • Money Management - income, spending and savings improvements.
  • Home ownership and debt management.
  • Investment selection and diversification.
  • Insurance and risk protection.
  • Tax Planning
  • Estate planning with financial documentation
  • Advice on specific financial life issues, such as, emergency funds, retirement plans, education plans, etc.

Comprehensive Financial Plans - Written analysis and recommendations developed over several sessions includes:

  • Money management, home ownership and debt management, investment selection and diversification, cost-effective insurance and risk protection, tax planning, and estate planning with financial documentation.  
  • Road map with timeframes for financial and investment strategies that includes analysis of retirement plans, education plans, and other goals.
  • Assistance in working with other professionals on things like taxes, estate planning, wills, mortgages, etc.
  • Personal advisory service which includes as many meetings, calls, and emails that are needed to prepare and implement your plan.
  • Preparation of individual tax return.
  • On-going investment services with adjustments and rebalancing as needed.

Businesses

Retirement Plan Implementation - Retirement plan review includes:

  • Assessment and recommendations.
  • Plan administration and implementation.
  • Employee financial education and assistance in completing paperwork.
  • Financial presentations

Comprehensive Financial Plans - Comprehensive financial plan includes:

  • Assessment and recommendations that includes steps to: improve cash flow and adjust business plan.
  • Advice and action plan on ways to protect business and reduce risk includes employee benefits, insurance, and assets / investments.
  • Retirement plan assessment and implementation.
  • Advice on employee education including offering financial education sessions.
  • Assistance in working with other professionals on contracts, taxes, estate and succession planning, wills, etc.