Accountable Inc. Wealth & Asset Management offers a proven financial planning program. Financial planning is a comprehensive process beginning with a detailed financial needs analysis. This initial step establishes the client’s debt elimination plan, education plan for children, and retirement plan, while also ensuring that life insurance coverage is optimized. Financial planning does not end with the creation of the plan – Accountable Inc. Wealth & Asset Management reviews the financial needs analysis at least once a year with each client. We maintain frequent contact with clients and continually adjust financial plans to reflect any significant changes their lives.
Accountable Inc. Wealth & Asset Management and its clients share the dual goals of financial independence and long-term wealth-building. To ensure that each person’s needs are met within the target timeframe, Accountable Inc. regularly meets with each client to determine their personal goals and jointly formulate plans to address them. There is no cost to the client for Accountable Inc.’s financial planning services. We are paid by the insurance and investment companies involved – not by the clients themselves.