This package contains the forms that are useful and necessary to help you annually review your financial status and maintain your financial records. With your Annual Financial Statement Check Up Package, you will find the essential forms to annually evaluate your finances and revise your financial documents based upon any changes in your personal circumstances. The documents in this package include the following:
1) Last Will and Testament that suits your specific needs;
2) General Durable Power of Attorney for Property and Finances Effective Upon Disability;
3) Estate Planning Questionnaire and Worksheets;
4) Retirement Cash Flow;
5) Personal Monthly Budget Worksheet;
6) Cash Flow Statement;
7) Credit Report Request Form;
8) Financial Statement Form for Husband and Wife; and
9) Financial Statement Form for Individual.
Purchase this package and save up to 50% over purchasing the forms separately!
The Oakland Michigan Annual Financial Checkup Package is a comprehensive financial assessment service offered to individuals and businesses in the Oakland County area of Michigan. This package provides a detailed analysis of an individual's or business's financial standing, assisting them in making informed decisions and achieving their financial goals. The checkup package covers various areas of personal finance, including budgeting, savings, investments, debt management, retirement planning, insurance coverage, and tax planning. It aims to identify strengths and weaknesses in an individual's or business's financial strategy, providing tailored recommendations for improvement. The Oakland Michigan Annual Financial Checkup Package starts with an initial consultation to understand the client's specific financial situation, goals, and concerns. A certified financial planner then conducts a comprehensive review of the client's financial records, statements, and documents. This process involves analyzing income and expenses, assets and liabilities, investment portfolios, insurance policies, loans, and retirement plans. After gathering all the necessary information, the financial planner evaluates the client's current financial health and identifies potential areas for improvement. They will provide a detailed written report summarizing the findings, including specific actionable steps to enhance financial stability, security, and growth. Additionally, if there are any legal or tax-related concerns, the Oakland Michigan Annual Financial Checkup Package may offer access to professionals specialized in estate planning, tax law, or business law. There might be different types of checkup packages available, tailored to meet the unique needs of individuals, families, or businesses. Some specialized packages may include estate planning checkups, small business financial checkups, retirement planning checkups, or investment portfolio checkups. Each package can be customized to address the specific financial circumstances and goals of the client. Overall, the Oakland Michigan Annual Financial Checkup Package serves as a valuable tool for residents and businesses of Oakland County, helping them gain a comprehensive understanding of their financial status, identify areas of improvement, and develop a solid plan to achieve long-term financial success.The Oakland Michigan Annual Financial Checkup Package is a comprehensive financial assessment service offered to individuals and businesses in the Oakland County area of Michigan. This package provides a detailed analysis of an individual's or business's financial standing, assisting them in making informed decisions and achieving their financial goals. The checkup package covers various areas of personal finance, including budgeting, savings, investments, debt management, retirement planning, insurance coverage, and tax planning. It aims to identify strengths and weaknesses in an individual's or business's financial strategy, providing tailored recommendations for improvement. The Oakland Michigan Annual Financial Checkup Package starts with an initial consultation to understand the client's specific financial situation, goals, and concerns. A certified financial planner then conducts a comprehensive review of the client's financial records, statements, and documents. This process involves analyzing income and expenses, assets and liabilities, investment portfolios, insurance policies, loans, and retirement plans. After gathering all the necessary information, the financial planner evaluates the client's current financial health and identifies potential areas for improvement. They will provide a detailed written report summarizing the findings, including specific actionable steps to enhance financial stability, security, and growth. Additionally, if there are any legal or tax-related concerns, the Oakland Michigan Annual Financial Checkup Package may offer access to professionals specialized in estate planning, tax law, or business law. There might be different types of checkup packages available, tailored to meet the unique needs of individuals, families, or businesses. Some specialized packages may include estate planning checkups, small business financial checkups, retirement planning checkups, or investment portfolio checkups. Each package can be customized to address the specific financial circumstances and goals of the client. Overall, the Oakland Michigan Annual Financial Checkup Package serves as a valuable tool for residents and businesses of Oakland County, helping them gain a comprehensive understanding of their financial status, identify areas of improvement, and develop a solid plan to achieve long-term financial success.
