Keith Meyers, Inc.
Accountants & Financial Services Business & Professional Services
We start by helping you identify your goals and evaluate where you are relative to those goals. From there we help develop personalized strategies to help you reach your goals and help implement any recommendations you would like move forward with. In the future we work with you to monitor your plan to help you achieve your financial dreams. We do this by using six steps: Projecting your goals – Where you want to be Appraise Assets – What you have Perform Gap Analysis – What you need Provide Options – How to get there Implement Strategies – Activate the plan Monitor Plan – To help achieve goals