Melissa Shaw, Planner

Working with Melissa for a Financial Tune-Up

Are you frustrated by your finances? It's time for a tune-up! Begin with a balance sheet. What are your assets and what are your liabilities? What is your investment net worth? That's the goose that lays the golden eggs to support your retirement years.

Where does your money come from, and where does it go to? That's "Cash Flow Analysis," and it's an important step in the financial planning process.

Pull together all of your investment statements, retirement plans, wills and trusts, tax returns and look at your situation with a CERTIFIED FINANCIAL PLANNER™ professional. In the process of holistic planning, we look at the whole situation to see what is important about money to you. Then we can help you make better decisions about money, based on your facts!

What areas of financial planning have you managed well? What areas need work? We help you set objectives to determine what you do next. It's a helpful process that lends focus to your situation.

Work with Melissa Shaw, CFP® for a flat "fee for service" as she takes you through a Financial Counselor Notebook. She'll help you generate reports and work through your finances with you. This process requires a 3 to 4 hour meeting, where we roll up our sleeves and get something done! Melissa's style and knowledge make it a fun experience and will empower you. The fee for this service will range from $350 to $500 depending on time and effort. Click on the button below to begin your contact regarding a Financial Tune-Up.

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