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Financial Planning and

Financial planning isn’t transactional. Just because something makes sense mathematically, doesn’t mean it’s the right decision for you.

At Meridian Wealth Management, we talk through every scenario you have in mind, so you can decide with confidence what makes sense for you financially, as well as personally.

We put all your goals and our recommendations in writing so you have a clear and concise plan of action.

Our financial planning services include a financial review and written analysis of some or all the following areas:

  • Financial Goals and Objectives Determination
  • Personal Financial Statement Development and Analysis
  • Executive Compensation Planning
  • Employee Stock Option and/or Restricted Stock Unit Analysis
  • Real Estate Investment & Feasibility Analysis
  • Debt Management
  • Spending Plan Development
  • Insurance Review and Planning
  • Retirement Planning
  • Social Security and Medicare Planning
  • Workplace Plan Development and Installation
  • Education Funding Analysis
  • Investment Planning
  • Income Tax Planning
  • Estate Plan Review or Development
  • Charitable and Family Planning Issues
  • Business Planning and Succession Planning

At Meridian Wealth Management, we view financial planning as a process, rather than a one-time thing. A plan is a road map, of sorts, not something you do once and rarely use or look back on.

Your circumstances, financial goals, resources, tax laws, and cash flow may change, and those changes need to be reflected in your financial plans.

We’ll schedule periodic reviews with you to check in on your progress and we’ll help hold you accountable for the actions you need to take to achieve your goals.