Financial Planning Services

Successful financial planning depends on thorough analysis of current situations before engaging future possibilities. So it’s crucial to have a well founded knowledge of a client’s finances. That’s why James DiFrancesco & Associates’ comprehensive selection of services and interacting personnel are so valuable. With our tax, financial statements/bookkeeping, and payroll departments sharing information, we can create a solid financial plan for the future, allow for inevitable bumps in the road and make adjustments without reinventing the wheel.

Some of our financial planning services include:

• Creation of an overall balance sheet
  
• Risk Analysis
  
• Debt analysis
  
• Financial projections
  
• Lease vs Buy analysis
  
• Overall budgeting
  
• Bank and credit relations
  
• Forecasting

Happily, our financial planning system works equally well for individuals, partnerships and corporations.