Importance of Financial Health
Financial consultation provides you a financial health review and analysis as well as suggestions for changes, adjustments, preventions and enhancements. You will understand your assets and liabilities. Lets you know if you are on the right track in your economic path. Highlight pitfalls and obstacles ahead so you can better manage when they come or learn how to avert them. Help you recognize the opportunities around you so that you may not let them pass. It lets you know the assets to nurture, be aware of deficit issues, wealth accumulations, career path, etc. In this way, you will be able to make forward planning and make informed decisions that will benefit your life.
Financial Consultation
McKeen Consultants will provide you with an overview, analysis and suggestions. Subsequently, clients can request for an Annual Financial Consultation with our CPA accountant. This provides a comprehensive yearly analysis to ensure that everything is going in the right direction for you for the current year. It will also incorporate current year recommendations for adjustments or changes.
For the Financial consultation, client will provide the principal consultant the financial data from a checklist before the meeting. We will ensure confidentiality of the client and will not disclose client’s financial information to another party apart from the Principal Consultant. There will be an analysis of client’s financial data, construction of Financial Health report, recommendations of enhancements and changes to take place, etc.
Contact Us
We can schedule a face-to-face session for the consultation with the CPA. It is always prudent to conduct a professional assessment as early as possible. When clients engage us to conduct overseas consultations, online meeting can be arranged.