Comprehensive Financial Planning

At Moore and Burkhardt Wealth Management we work with our clients to create a Comprehensive Financial Plan. We empower our clients with the understanding and insight essential to making decisions about what's next for them and what they want their money to do for them in the coming years. Our process addresses a wide range of topics including cash-flow and debt management, investments, insurance, college planning, taxation, retirement and estate planning.  

Financial Forecasting: We provide you with a financial forecast computed from your current situation, where you will clearly see how what you're doing now impacts your net worth, your income generating assets, and your annual net cash flow-your savings. You will be able to clearly see how your estate plan would play out in the event of your death, and how much life and disability insurance is needed to protect your family and leave your legacy intact.


Get clarity and answers to key financial questions like:

  • what do I really want my money to do for me?
  • How should I organize my assets and liabilities to help best to work toward my goals?
  • Is my current spending pattern sustainable?
  • How should I invest my money for greater tax efficiency?
  • Do I have enough money to retire without fear of outliving my money?
  • Are my family members protected in the event of my death or disability?

This process identifies your key opportunities and potential risks in the areas of tax, insurance, investments, wills, and estate planning.

We partner with you to build a customized financial blueprint that reflects your "wants" in life. We explore "what if" strategies and experiment with changes to your plan so you can see what is appropriate for you and what isn't, and where the greatest opportunities may lie. Then we help you implement your plan and coach you to stay focused on the road ahead.

When things "pop-up" in life that make you question what choice to make, we are here ready to "test and adjust" your options to enable you to make the most financially sound and personally fulfilling choices.