Blake Rudy

Wealth Management Associate @Fairway Wealth Management Llc

Independence, OH, US

Preparation and analysis of long-range projections of changes in net worth and cash flows- Preparation of Net Worth statements and other financial planning worksheets focused on specificfinancial decisions, estate planning, investment analysis, insurance needs analysis, etc- Preparation and analysis of investment portfolio reports- Preparation of income tax projections- Preparation of agendas and analyses for client meetings- Documenting notes from client meetings and writing of detailed follow-up emails from those meetings- Quarterly invoice preparation