What you get when you hire Accurate Financial Services to assist you in your financial planning needs:
We will schedule a free initial consultation to review your questions and concerns. During our consult, we will ask you about your goals and discuss any questions or concerns you may have. This meeting is a chance for us to get to know each other, and mutually determine if we are a good fit to work together.
Next we will gather all pertinent documents so we can better assist your assets and create your plan while analyzing data to better assist you.
We will review your documents and create your financial plan. We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose is in place.
Jason will meet with you at least annually to adapt your financial plan to any life, business or financial changes that have occurred.
As part of our ongoing management, we will deliver reports on a quarterly basis and meet regularly to monitor your assets progress.
Most clients find that going through this process gives them greater control over their finances, allowing them to better understand investment strategies, know where they stand financially, and identify actions they need to take to improve their financial health. We will continually work with you to help assist in all tax matters as we are uniquely qualified with tax preparation with over 30 years of experience