Consulting

Designing a well-rounded financial plan

A well-rounded financial plan that examines your total financial picture, and not just investment portfolio.

Book Consultation

consultation photo

consultation

Comprehensive financial planning process

Tailored financial strategies to help you build, protect, and grow your wealth.

Current financial analysis

Analyze current levels of individual income & expenses, or revenue & expenses for a family-house or institutions (balance sheet)
Establish an emergency fund in the event of a disability

Investment planning

Asset Classes: Stocks/Bonds/Mutual Funds/ETFs/Treasury Assets/Cryptos/REITs/ etc.
Portfolio Construction KPIs; Goal & Objective, Time-Horizon, Risk-Tolerance level
Design an asset allocation strategy based on KPIs.

Tax planning (Mutual Svc. Collaboration)

Project federal income taxes
Evaluate tax-minimizing strategies
Investigate tax-favored investments

Retirement/pension planning

Estimate retirement income and expenses
Determine retirement savings needs
Determine how to distribute your retirement funds

Banking solutions

KPIs:

Savings/Checking Accounts Access Loan Accounts Access (Housing/Auto/etc.)
Mobilization of the Un-banked population & partnership.

Protection / Risk management

Risk management with Insurance products protection: Health/Life/Home & Auto/Disability etc.
Providing for your family in the event of death
Protecting your income in the event of disability

Estate planning

KPIs: Will, POA (Financial & Health), Trust.
Transfer your estate according to your wishes.

concept

Comprehensive Financial Planning

Comprehensive financial planning is a universal concept. It is a concept that should resonate both in the U.S. and African regional market environments. The first step of the process is to review with the client their;

For Individuals

We assess the client's finances, income, and expenses to determine net worth, cash flow, emergency funds, and realignment strategies if needed.

For Institutions

We protect key assets—income, home, auto, health, and more—using insurance to manage risk. We review your coverage and offer recommendations.

For Family Houses

Your family's legacy deserves more than just wealth management—it deserves a trusted partner. Our bespoke solutions are designed to protect, grow, and transition your wealth across generations with precision and care.

Ready to begin your journey?

Over 3000 people already trust Emordi Associate with investment connectivity and opportunities