Financial Consultation
McKeen Consultants will provide you with an overview, analysis and suggestions. Subsequently, clients can request for an Annual Financial Consultation with 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. Similar to individual consultation, couple financial health management makes sense, as its easier to achieve family goals when all financial commitments are in sync between couples.
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.
Disclaimer: All financial calculations are as accurate as parameters of data and information disclosed by clients, undisclosed information that is material may skewed the projected report.