Given the current economic conditions, we must ensure that we are making the right financial decisions to protect ourselves and help to improve our financial health. This being said, we now offer a program to present you with a detailed personal financial statement. We are very excited about this program because it will provide you with a personal analysis of your financial condition. The report will evaluate your income and expenses and highlight which areas are the strongest, and those which may need improvement as well as offer valuable savings tips. With these reports, we will be able to help you define and reach your financial goals.
Key areas of analysis:
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Income & Expenses- Is there a proper balance between your income and expenses?
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Cash Flow- Do you know how your spending compares to others?
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Wealth & Savings- Is debt keeping you from saving for the future?
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Investing Tips- How are you currently evaluating your investments?
Personal Financial Analysis Report: $99
Personal Financial Analysis Report with one-on-one review with a CPA: $149
Please complete the questionnaire and return it to our office by fax (434) 797-4304 or by email to aaron@wilkinsoncpa.com, or register and use our Client Portal. Once the report is complete, we will notify you to make a payment and give you information on how to obtain your report. Payments can be made in person, by mail, or through our Paypal account.
Please feel free to email any questions to aaron@wilkinsoncpa.com
