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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
Investment Allocation
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.

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