Wealth Strategies

Personal Wealth Evaluation

Do You Know Where You Are and Where You Are Going?

Like most people, you have dreams of financial freedom. But unlike a lot of others, you are ready to make changes in your life required to fulfill these dreams. The problem is, you are not sure where you are, how to figure out exactly where you are going or how you are going to get there.
At Vanderbilt CPA Group Personal Wealth Evaluation will help get you on your way. We begin by clearly understanding your goals and committing them to numbers in a way that will give you a clear target to reach. Then we will prepare a detailed evaluation of your current financial health. We will list those area in which you are doing well and those where you can make a substantial improvements. Then we will create a map for you to follow to help you get there.
  • Preparation of present Personal Financial Statement
  • Preparation of future Personal Financial Statement
  • Wealth Map outlining the steps required to achieve your Wealth Dreams

Call for a business consultation today. 616.954.9250

Or send us an email at jsvanderbilt@vanderbiltcpagroup.com




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