Financial Planning

Financial planning is a highly individualized, ongoing process, to help reduce your stress about money. I take a comprehensive look at your financial picture to create strategies and advise you on how to achieve your financial goals. You will be given a financial planning report that will detail your unique situation and the investment strategy needed to accomplish your goals.

Here are some of the financial planning services that I offer:

Develop a custom-designed financial model in which we input your assets, liabilities, taxes, and cash flow to project your situation five, ten, 20+ years into the future
Use this model to identify potential changes in your financial future based on some “what if”scenarios and adjustments, such as:

What is the financial impact of retiring in one year? Three years?

How much in assets will I have in ten years if I spend $x/year?

How will my cash flow decisions impact my taxes?

What would happen if I change my investment strategy?

When will I achieve Financial Independence?

Devise a comprehensive financial plan designed to ensure your cash flow is optimized
Identify the best ways to use your future cash flow––whether you are close to (or in) retirement, or accumulating resources and growing your wealth

McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.

McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.

¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.

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McW Wealth Management

McW Wealth Management

Financial Planning

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