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Verisail Partners

Verisail integrates the process

Our approach starts with your life as the central focus, and then moves outward to the strategies that fit your specific needs.

Cutting through the jargon.

The technical topics we cover are important, but the questions they address are what really matter…

GOALS / PRIORITIES

  1. What is important to me? My family?
  2. What do I want out of life?
  3. How do I want to spend my time now, in 5 years, in 20 years?
  4. Do my current actions reflect my priorities?

CASH FLOW / BUDGET

  1. Where is my money going?
  2. Is my spending level normal?
  3. Is there a budgeting system that works?
  4. How do we save for big purchases?

RETIREMENT / NET WORTH

  1. Am I saving enough?
  2. How am I doing so far?
  3. Am I going to be okay in retirement? How can I be sure?
  4. What type of retirement accounts should I be using?

INVESTMENT MANAGEMENT

  1. Do I have the right mix of stocks and bonds?
  2. Is the market going to crash? Should I get out?
  3. What return should I expect?
  4. Is it important to invest globally?

INSURANCE & EDUCATION PLANNING

  1. Am I covered if I become disabled or die?
  2. Should I buy term or whole life insurance?
  3. What is long term care insurance and do I need it?
  4. How much do I need to save for my kids’ education?

TAX & ESTATE PLANNING

  1. How can I minimize my taxes?
  2. Do I need a CPA?
  3. Do I need a will?
  4. Should I worry about estate taxes?

MONITOR & REVIEW

  1. How am I doing?
  2. Am I still on track?
  3. Should I pursue this new opportunity?
  4. How can I plan for the next phase of life?

Our Financial Planning Approach:

MEETINGS

FINANCIAL

PEACE OF MIND

CFP®

Professional Advice

PRACTICAL

Next Steps

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FEE ONLY

Are you Ready For A New Adventure?

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