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Trance Towers 7th floor, 7th fl Trance Towers, Tsavo Rd off Msa Rd
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FINANCIAL PLANNING TOPICS AND SAMPLE QUESTIONS

CFP® professionals at the Financial Planning Clinic are qualified to discuss a variety of personal financial topics and those topics fall in the categories listed below, followed by a set of sample questions related to that topic.

GENERAL FINANCIAL PLANNING:
Purchasing a Home
Should I buy or rent? What type of mortgage should I get?

Debt Management
How do I reduce my overall debt?

Building a College Fund
How do I finance my child's college education?

Savings Goals
How much money should I have in my emergency fund?


SPECIAL CIRCUMSTANCES:

Job Loss and Job Change
How do I financially plan for a job loss?

Foreclosure Assistance
How can I avoid losing my property to a foreclosure?

Change in Marital Status
How do I financially plan for a divorce?

INVESTMENT PLANNING

Investment Strategies
How do I maximize gains and minimize taxes?

Asset Accumulation
How should I diversify my portfolio, given my risk tolerance?

Generating Investment Income
What investment vehicles should I consider to generate income?

Real Estat
Should I invest in real estate?

RETIREMENT PLANNING:

Building a Retirement Fund
What retirement vehicles should I consider when building my nest egg?

Social Security
How much will I receive in Social Security benefits when I retire?


INCOME TAX PLANNING

Tax Reduction Strategies
What tax deductions can I take?

Charitable Contributions
How do I maximize the tax advantages of my charitable contributions?

Small Business Taxation
How can I position my small business to minimize my taxes?


ESTATE PLANNING:

Building an Inheritance
What estate planning vehicles should I consider when building an inheritance?

Wills and Trusts
Should I set up a will or a living trust?

Estate Tax Strategies
How do I reduce my estate taxes?

Incapacity Planning
How do I appoint a Power of Attorney?

INSURANCE PLANNING

Life Insurance Coverage
How much life insurance do I need?

Disability Insurance
Do I need additional disability insurance?

Long-term Care Planning
What kind of long-term care insurance should I consider?

Property and Casualty Insurance
How should I insure my home?

EMPLOYEE BENEFITS:

Managing Health Insurance
Does my family have adequate health insurance?

Health Savings Accounts
Should I open a Health Savings Account (HSA)?

Incentive Stock Option Plans
How is my investment income taxed?

For more information, do not hesitate to talk to us.

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