Galloway, NJ CPA / Morowitz & Company, LLC
Client Portal:  

 

•Phase 1 - 5 Year Financial Trends Analysis and

  • Comparison to Industry Benchmarks
•Phase 2 - Alignment Analysis
  • –Family Goals Questionnaire
  • –7S Alignment Analysis
  • –Systems analysis and requirements
  • –Opportunities and Threat Assessment
  • –Short and Long Term Goal Set
•Phase 3 - Family Wealth Creation
  • –Retirement plan analysis
  • –Personal financial statement
  • –Asset allocation 
  • –Insurance needs
•Phase 4 - Succession Plan
  • –Financial Handoff
  • –Management Handoff
  • –Estate Taxes and Planning
  • –Growth Requirements
  • –Financial model for future needs
•Ongoing Monitoring and Assessment
  • –Annual accounting and tax services
  • –Quarterly progress reviews





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