What is Black Coral Financial Advisors' Planning Process?
We deliver our services via a number of interrelated methods as follows:
Dedicated Financial Advisor
One-on-One Counseling Sessions
Initial Data Exchange
Personalized Financial Exhibits
Summary Letters of Each Meeting
Unlimited Telephone & Email Access
Optional Income Tax Preparation
What Are Examples of Personalized Financial Exhibits Will We Review?
Net Worth Statement
Estate Flow Chart
Life Insurance Summary
Property & Casualty Summary
Income Tax Projection
Stock Option Analysis
Retirement Cash Flow Model
How Often Will We Meet?
Our approach is proactive in nature. We meet with our clients all throughout the year as needed to discuss objectives, life events, review our financial analysis, set a priority plan, and most importantly implement the decisions made.