425 WEST 23RD STREET
SUITE 1EE
NEW YORK, NY 10011
YOUR MONEY, YOUR LIFE
One time educational session tailored to your interest area
-to-
Ongoing oversight of the financial planning process
BASIC BUDGETING
COMPREHENSIVE FINANCIAL PLANNING
EDUCATION FUNDING
ESTATE PLANNING
HOME BUYING & MORTGAGE GUIDANCE
INSURANCE ASSESSMENT
RETIREMENT STRATEGY
TAX PREPARATION
A Chelsea Financial Services Personal Financial Associate makes your life easier by taking charge of your money matters, so you're free to tackle life's more enriching pursuits. Some of the financial tasks a Personal Financial Associate will perform for you:
• Manage your checking account
• Pay your bills
• Prepare your estimated tax payments
• Make scheduled contributions to retirement and investment accounts
Personal Financial Associates can also:
• Customize a personal financial strategy for you and oversee all aspects
• Create a personal budget
• Track your spending patterns
• Compile long-term cash flow projections
• Prepare or assist in the preparation of your personal tax returns
• Suggest tax and estate-planning approaches for you and your family
• Review your insurance coverage
• Coordinate your investment portfolio and monitor performance
As needed, your Personal Financial Associate coordinates with other members of your professional team - lawyer, accountant, business manager, investment banker/broker, etc. This customized, comprehensive service is based on the complexity of your issues. To learn more about our services, please Contact Us.
For clients seeking to zero in on a specific financial area like creating a workable budget or projecting income needs at retirement. Chelsea Financial Services provides an information overview plus detailed how-to instruction.
We work with clients to establish their financial goals, implement them and review on a monthly or quarterly basis. Chelsea Financial Services oversees major aspects of the process in consultation with the client.
