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.

Our Financial Planning Approach:

MEETINGS

PROCESS

DRIVEN

$2-5k

PRACTICAL

ADVICE

FINANCIAL

PEACE OF MIND

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?