Pacific Mountain Advisors, Inc., a local "fee only" investment management and financial planning company will provide a comprehensive financial planning analysis that will consist of the following:

* Household cash analysis and projections including assumptions regarding inflation, investment return, future expenses and life goals

* Household balance sheet

* Evaluation of current investment allocations and strategy

* Evaluation of risk management including various insurance coverage as well as investment risk

* General advice regarding any specific financial goal, concern or need

Our goal is to provide people with the information and analysis they need so that they may make more insightful and informed decisions  regarding their financial well-being.