Services > Segmented Goal Based Planning
You might have a specific area where you need help in reaching a goal or goals and don’t need a full financial plan. Revelation Financial Planning is geared to handle segmented goal based planning. The hourly, as needed, approach makes it very flexible for the client to decide how and when to seek the advice. It is on your terms. You pay for what you receive.
If segmented goal planning suits your needs then we’ll work with you to understand what you are trying to accomplish, determine what it going to cost and identify strategies for funding or planning to meet your goal(s). Contact us to schedule your no-cost, no-obligation get acquainted meeting to determine what is possible.
You might be wondering ….
- Can I afford to change careers, or even start my own business?
- Will I be able to afford to send my kids to college?
- When can I retire, or at least work less?
- Can I afford to make that major purchase?
- How can I spend more time doing the things that really matter to me?
- I want to travel. How can I make this happen?
- I am way over my head in debt. Now what?
- I know budgeting and recordkeeping are important but I just don’t have the time or interest. Is there an easy way? I spent all my paychecks each month with nothing to show for it, where did all the money go?
- I don’t want to be on public assistance if my body fails me? How can I take control of my life to make sure this does not happen?
- Do you need assistance getting your affairs in order or do you want to leave this chore to your heirs?
- What investments are right for me for my IRA or 401(k) retirement plans? There are so many options, what is best for me given my unique circumstances?
