Your Financial Life Inspection® is a comprehensive analysis of your personal finances. Our team of professionals at Pacific Capital reviews 100 important financial questions for you personally with the core of the plan being based on your specific and personal goals. Inside of your Financial Life Inspection® Report, you can see the results and analysis on each financial checkpoint along with recommendations for the areas that need attention. Our Director of Financial Planning will thoroughly review the FLI Report® with you to discuss the findings of the inspection.
Your Financial Life Inspection® will answer important questions like:
- Do I have enough money to comfortably retire? What are my options?
- Are my investments too risky? Am I paying too much in fees?
- Where are the gaps and risks in my current financial plan?
- How well are my assets protected if an unexpected emergency happened?
If you are like most people, you probably spend more time and effort planning your next vacation than digging into and planning your financial future, which is why nearly 70% of Americans have no idea how much money they will need for retirement. A Financial Life Inspection® is a perfect way to ensure that your financial plan has a proper foundation and that you are on track to reach your life goals.