Financial and Business Review
Financial Review
Do you want to make sure you’re on the right track, or do you have a few questions that you want answered? Then the Financial Review is perfect for you. The Financial Review is a two-hour appointment with Lynch Financial Advisors covering up to three topics, as time permits. Topics are determined based on your most pressing needs.
Business Review
After the first one-hour meeting, prospective clients overwhelmingly see the need to go through a "mini business review" with us. At times, prospective clients want to cut through the first phase and go right to a business review. Either way, they want answers for their questions and they believe in paying for the advice of an expert. The Business Review is a two hour appointment with Lynch Financial Advisors covering up to three topics as time permits. We typically spend one-to-two hours preparing for these meetings, asking the necessary questions and requesting pertinent documents prior to our meeting. Topics are selected based on your most pressing needs. Examples of topics include taxes, business formation, financials, business strategy, employment, business and life, thinking "outside of the box," marketing.
