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Assessment and Analysis
Laying the Groundwork for Financial Clarity
At Schulz Wealth, our Assessment and Analysis services provide a clear, data-driven picture of your current financial landscape. We help business owners and families make sense of complex finances and build a strategic foundation for growth and protection.
What We Do:
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Personal Financial Statements – We create a comprehensive view of your assets, liabilities, and net worth, customized for your personal and business realities.
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Estate Plan Review – We ensure your estate documents reflect your goals and align with current laws, and we work closely with your attorney to coordinate updates.
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Investment Plan – We assess your current investment allocations, risk tolerance, and objectives to develop a custom investment roadmap.
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Cash Flow Analysis – From your business income to personal expenses, we evaluate inflows and outflows to optimize spending, saving, and investing.
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Tax Strategy Review – Working with your CPA, we analyze your current tax strategy to uncover opportunities for greater efficiency and savings.
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