Financial Planning Projection
Analysis of current situation, our recommendations for efficiency across financial picture and how best to implement.
Our goal is to help you become more intentional and identify opportunities you may be missing with your financial picture. We start with a Financial Planning Projection to prioritize goals and create action items. Then, we help clients implement this plan through Continuous Service.
We break down the difference between these two service levels by highlighting the action items we help you evaluate, implement and/or monitor within each service level. We also include an expected timeline as well as potential cost for the service you may need.
Before we begin working together, many people are curious about what makes us different or why they should work with us. You can read more about that here.
Through the FSI Client Center, you’ll have access to your recommendations and to-do list, important documents and real-time cash flow monitoring. You’ll also be able to send notes to your team whenever a question comes up.
We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors puts your interests first by helping with hourly financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401(k) allocation and estate planning.