Financial Analysis

financial analysis

The Financial Analysis ™ takes into consideration your current financial situation. Is your current cash flow adequate to meet your critical and non-critical expenses? Do you anticipate a change in your current cash flow situation? Do you have proper emergency reserves and cash to create a successful financial plan?

We all know that cash flow is a crucial element in financial planning. At SKWealth, we analyze your current spending trends and forecast your savings abilities. It’s not about spending too much or too little, but more about the probability of achieving your financial goals.

The saying “nothing is certain except death and taxes” rings true in the planning process. We quantify and plan for federal and state income taxes, Social Security and Medicare taxes and estate tax obligations. Income tax planning is an integral component of your financial plan as taxes account for a large percentage of cash outlay for most individuals.

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SKWealth analyzes your current spending trends and forecast your savings abilities. It’s not about spending too much or too little but more about the probability of achieving your financial goals.