Financial Planning
Your financial plan with Favored includes goal setting, investment analysis and strategy, budgeting, an objective insurance review, estate planning, and guidance with employee benefits. No thick financial plan with graphs and lots of technical jargon. Rather, a custom, adjusting document that we work our way through in a series of meetings each year.
Taxes Included
Tax planning and tax preparation are included in your comprehensive financial plan. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. If that is not enough encouragement to reach out, know that your plan also includes tax representation and resolution should you receive a letter from the IRS. You don’t deal with the IRS, we do!
Get Started
Schedule a Getting to Know You meeting that allows us to discuss how Favored Financial Planning can help you achieve your financial goals.
Click here to schedule your Getting to Know You meeting with Cordi.
