The Planning Process

Determining your goals > Developing strategies > Taking Action!!!

Step One: Determining your goals

You and your family are faced with many important concerns. As part of the "process" we have separated major lifestyle issues into three categories:

Helping Your Self

Saving/Budgeting
Retirement
Vacation/Second home
Taxes
Mortgage
Insurance
Job Security
Charitable giving
Major purchase
Health Care/Disability
Estate planning and the associated documents
New career/Lifestyle Change

Helping Your Children

Daycare
Medical costs
Priviate school education
CollegeFunding /529 Plans
Car
Rent
Credit
Wedding
Home purchase
Savings
Debt
Values related to money
Investing basics

Helping Your Parents

Long-Term Care Insurance
Record keeping
Insurance for estate liquidity
Aging-declining abilities
Relatiohship with grandchildren
Daily care/housekeeping
Illness
Nursing home
Estate planning
Independence
Family knowledge of planning decisions
Maintianing quality life and diginity
Work with current Advisors (Legal and Tax)

Step Two: Allow us to help you address you and your family's concerns

Contact us, we will be happy to assist you and your family sort through your particular issues an develop a program to help you in meeting your goals and objectives. 847.724.8880 or John@KeltyFinancial.com

Look forward to hearing from you...

Thanks,

John

John A. Kelty, CFP