Analysis
If it is mutually determined that Planning Matters LLC may be the right firm for you, we will perform a thorough analysis of your financial picture by gathering financial information and documents to be reviewed confidentially. See our comprehensive “Fact Finder” and our “Document Checklist”. We will use the information obtained to build your comprehensive, written financial plan. Your plan is developed in a totally unbiased atmosphere where the only factor in the decision-making process is what is best for you.
