Financial Planning Services Overview
Peace of Mind Review
The Peace of Mind Review is a short term engagement with Favored that provides powerful insight into your current financial position. The review includes:
- Addressing your most pressing financial concern
- Analysis of information on file with the Internal Revenue Service (IRS)
- Discussion of your progress toward achieving the Five Fundamentals of Fiscal Fitness
- Current asset allocation and investment location for tax efficiency
- Analysis of net worth and evaluation of progress relative to life-cycle benchmarks
- Review of current investment portfolio
Standard Financial Planning
The Standard Financial Planning and Investment Management engagement is a deep dive into your finances through comprehensive financial planning. We meet every 2 – 3 months addressing each piece of your financial picture. We cover the following topics along with any additional financial concerns that should arise during the engagement:
- Goal setting
- Portfolio analysis
- Insurance review
- Estate Planning
- Budgeting
- Investment Strategy
- Employer benefits review (including retirement plan analysis)
- Tax Planning and Preparation
A trusted financial advisor should not only identify where you are and where you want to go, they should also help you get there. I’m Cordi Powell and I am here to help. 
