Many decisions go into building a solid investment portfolio, one that will help you achieve your goals while letting you sleep at night. A solid portfolio should make you feel comfortable that:
We know that in a well-constructed portfolio each investment should fulfill a specific function and should be right for your personal situation. As fee-only advisors we provide objective and unbiased recommendations you need to make informed decisions. At Westchase Financial Planning, we:
Filing income tax returns is difficult and time-consuming. Not only that, but tax season is the worst time to find out that your tax liability could have been less “if I had done things differently.” At Westchase Financial Planning, our goal is to ensure that each client pays the legal amount to the IRS, and not a penny more. Not only will we do your tax return, but we will:
Estate planning is more than making a will. Depending on the complexity of your situation, estate planning can involve:
We are not attorneys and cannot write a will for you. But we can discuss matters with you so that when you do consult an attorney you will have already considered many important issues. We will:
Planning for your retirement goes far beyond your investment portfolio. You need to plan how you would like to live when you stop working. When we discuss retirement planning, we go far beyond "your number." We discuss your goals and values. This way, your money and time are spent on the things that matter most. The sooner you start, the easier it is to match your cashflow to your lifestyle goals.
We also provide other financial planning services, goal setting, cash management and insurance reviews.
A good financial plan will help you get to where you want to go, but you need to know where you want to go before the planning starts. We help you think about your goals with in-depth conversations about what retirement looks like to you, what you want for your family, community, or charity, as well as other important life goals.
Do you know where you money goes each month? We can help you find out and then make sure your money is helping you reach your goals.
Your home is probably your single largest investment and your mortgage is probably your single largest debt. We advise about getting the right-size home for your income, the right-size mortgage to fit your cash flow and refinancing options to lower your monthly payments.