Financial Planning Services Offered:

Comprehensive Financial Planning - Many clients feel a need to understand their entire financial life.  A comprehensive financial plan presents a complete picture of net worth, cash flow, goal funding, protection status, wealth transfer plans and health care issues.  This level of understanding can aid in all levels of financial decisions, and lead to greater comfort while making important decisions about your future.

Issue Planning - Other clients have felt a need to explore a specific area in detail rather than a comprehensive study.  Whether it's funding college, starting a business, planning retirement or investing an inheritance, objective, professional advice can help focus efforts and avoid mis-steps throughout the process.

Quick Shot - Sometimes we just need a little help to focus our efforts.  Deciding on a job offer, looking at our 401(k) options, understanding that proposal from our insurance agent or any of a thousand things we're faced with in our busy lives.  A Quick Shot give you the opportunity to meet with a professional for 1 to 3 hours, lay out the issue and get the information you need quickly and without having to organize your entire financial life.  Just the service for busy professionals who have to get life done in the midst of a fast-paced career.

Virtual Service - When time, distance or schedule interferes with your ability to pause and make decisions, the use of email, data transfer or even visual web conferencing can keep a financial consultant within easy reach.  LifePlans of Richmond offers all the above and will hold in-person conferences at your office or home.  Getting professional advice should not cause you to put your life on hold.

For information on any of these services send an e-mail to John@LifePlans.info or call (804)323-4410.