Shetland Financial, LLC is an independently owned and operated business that offers tax filing, accounting and bookkeeping, and financial planning services to both individuals and small businesses. We are both a Certified Public Accounting (CPA) firm, and a Registered Investment Advisor (RIA).
That means we can handle all of your financial needs under one roof. See below for details on our services, or set up a free consultation to discuss your specific questions.
What’s in the Plan?
We review your info and use simulations to help predict what could happen to your current investments in the future. These calculations help determine what your chances of meeting your goals are. Then we calculate how changing certain aspects of your current plan, such as your projected retirement age, could affect your chances of success. A number of different factors can be altered to highlight their impact on your plans.
We recommend a new plan to maximize your chances of success and review it with you in detail. This includes running any additional scenarios that you may request, so you can have peace of mind that you’re making the right choices no matter what the future brings.
As an optional service, after your plan is completed, we can help you implement the recommendations and suggestions identified in your plan. We can monitor your expenses and cash flow on a monthly basis to help spot areas that might need attention.