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Financial Planning

Financial Planning refers to the comprehensive, purposeful discipline and practice of evaluating current and future financial situations. Currently known variables are used to predict future cash flows, asset values and withdrawal plans in order to develop and implement an action plan that helps meet goals and objectives.

Mosher & Ellis’ planners meet with clients initially to gather pertinent data and assess the current situation and concerns, and then define an initial plan of action.

Over time we meet to work through specific modules within the personal financial plan and regularly revisit each element to make needed adjustments that support achieving personal and financial goals.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492