Olga Poltoratskaya Okaty.
Comprehensive Financial Planning
We believe the best way to plan for the future is to evaluate the present, optimize opportunities, and design a sound financial strategy that is realistic, relevant, and flexible enough to adjust as circumstances change. We begin by learning about your goals and concerns, your vision for yourself and your family, your opportunities and challenges, and help you decide which financial priorities are most important. We then analyze this information and develop a comprehensive Financial Plan focused on a specific array of your financial objectives. The goal of the Comprehensive Financial Plan is to help you determine your critical financial needs over time and assist you in creating a detailed, integrated life plan for meeting those needs. In addition to developing planning scenarios to help clients meet their short and long-term financial goals, this financial planning service include:
To inquire about creating a detailed financial plan or Certified Divorce Financial Analyst (“CDFA”) services, contact us at 781-400-1748 or via our online contact form.
Outside of the Comprehensive Financial Plan, we also offer a Quick Start Consult which is an organizational tune-up to answer the short-term questions “what do I need to get on the right path right now?” The Quick Start Consult typically answers 2-3 of your most pressing questions and includes a discovery call, an analysis of gathered information, a followup virtual meeting, a written action plan, and one month of virtual support.