Senior Executive Package

Service Description

Why Book This Service? As a senior professional, much of your energy is devoted to driving success in your organization—often at the expense of your own financial planning. While you excel at generating value for your company, are you confident that your personal finances are creating the same level of value for you and your family? Consider the following questions: - Is my family financially secure if I am no longer around? - I earn a solid income, but am I saving and investing effectively? - Will my employer-sponsored pension provide sufficient support in retirement? - What if I want to retire early—am I prepared for that possibility? - Am I saving enough for my teen's higher education? - Can I afford a second property for vacations? If these questions leave you unsure or overwhelmed, you’re not alone—even senior finance and accounting professionals face similar challenges. This tailored financial planning service is designed to address these uncertainties, offering you a clear path forward. What You’ll Receive Following these sessions, you will have a comprehensive, personalized financial plan, including: - A detailed review of your and your family’s Balance Sheet and Income Statement. - Assessment of life insurance, critical illness coverage, and asset insurance needs (if applicable). - Evaluation of your emergency fund readiness. - Feasibility analysis of your financial goals based on your current circumstances. - Exploration of estate planning needs, including wills. - A summary of key insights and actionable recommendations in a detailed conclusion email. Who Benefits from This Service? This package is tailor-made for high-level professionals including: - C-suite Executives (e.g., CEOs, CFOs, COOs) - Department Directors - Vice Presidents Why Choose This Service? Beyond providing in-depth financial insights, I will act in your best interest by offering fair and transparent recommendations. This may include suggesting affiliated financial service providers, such as Admiral for portfolio management, or reputable third-party providers—even if they’re direct competitors. My priority is ensuring you achieve your financial goals with confidence.