Financial Planning

Clients want to be assured that their financial assets will be sufficient to last during their life time. Cypress Path Capital, LLC will work with clients to develop a financial plan to determine if assets and income will be sufficient or if changes need to be made to help ensure that clients will not outlive their assets. Below is a description our Financial Planning Services:

 

Financial Planning Services:
Advisor shall provide Client with the financial services(s) indicated below:
Advisor will, as requested by and in consultation with client, determine: client's primary personal goals, needs and priorities; collect pertinent quantitative information and documents; analyze and evaluate client's information; identify and evaluate financial planning alternatives; develop, present and discuss financial planning recommendations and or advice; provide limit support for implementing financial planning service recommendations. This service includes two, 1+-hour meetings at Advisor's office or by phone and at Client's request up to two hours of consultations (either face to face in Advisors office, by e-mail or by phone, at Client's discretion) on planning issues and or implementation of recommendations. This service includes client education sessions and, at advisors sole discretion limited support to clients in addressing new financial planning issues that may arise. Topic areas to be covered are:
-cash flow analysis
-asset and liability analysis
-goal setting
-long term/retirement financial projections
-other (specified by Client)