Upward Financial Planning

Upward Financial Planning offers investment management services where they manage client funds based on individual needs, developing investment policies and managing portfolios. They also provide financial planning services, evaluating a client's financial state to predict future cash flows and asset values. Financial planning can be ongoing or project-based, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Upward Financial Planning also offers tax return preparation services.