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During this free initial consultation, we will determine if Versailles Financial, LLC can provide the services required to meet your financial planning needs. We will discuss the financial planning process and our Fee-Only method of compensation.
At this meeting we will clarify your information, help you set priorities and put things into perspective, and begin the analysis of your current situation.
At this meeting we will review your: goals and objectives, financial balance sheet, cash flow projections, retirement assumptions, tax situation, current insurance coverage, the status of existing estate plans, and any other related issues.
At this point in the planning process, the planner will begin to provide you with recommendations and alternatives. These recommendations are made in light of your entire financial “snapshot”, taking into account such critical areas as: Tax Planning, Risk Management, Cash Management, Estate Planning, Retirement Planning, Employee Benefits, Investments and Asset Allocation, Education Planning
The completed plan will be delivered to your home for your review. We will then schedule a meeting to review all of the recommendations found within the plan document.
At this meeting, the planner will review the financial plan and discuss how you should proceed with the implementation of the plan recommendations. The plan's goals, objectives, and strategies must be monitored and adjusted as the situations of your life change.