The recipient of this auction item will receive a Comprehensive Financial Plan Provided by a 20+ year industry veteran. Our planning process is aimed at providing a detailed and comprehensive financial plan tailored specifically to our client's situation and goals. Comprehensive planning includes an initial consultation and interview, in-depth review of all the documentation already in place (wills, trusts, tax returns, etc.), discovery of your short and long term financial goals, evaluation, written plan and presentation. We will look at areas such as retirement, estate, education, investment, cash flow and business planning where applicable with a focus minimizing or eliminating estate and income tax.Your customized plan will provide you with a road map for implementing recommendations in order for you to achieve your goals. Planning clients who engage us to implement the plan will receive annual tax-planning reviews in addition to strategic planning meetings when a financial decision needs to be made or there is a change in your financial situation.