Healthcare Management Consultants

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(704) 633-8433

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(704) 636-7828

Personal Financial Planning

A lack of effective financial planning is a commonly cited reason for personal financial distress and failure. Learn how to apply sound financial principles that will help optimize your financial well-being and set you on the road to achieving long-term financial success.

One-On-One Consultation to Gain Insight In The Following Key Areas:

  • Personal Budgeting
  • Cash Management Strategies
  • Liability and Asset Protection Issues
  • Retirement Planning
  • College Planning For Your Children
  • Insurance Analysis
  • Debt Reduction
  • Personal Savings
  • Estate Planning
  • Building Wealth

Identify Long-Range and Short-Range Personal Financial Goals and Develop Action Steps to Achievement

Manage financial complexities with increased confidence and less stress by following your own personal financial “roadmap.”