Comprehensive Financial Planning

Comprehensive Financial Planning

Customized financial planning starts with you. What is important in your life? How should we prioritize your goals? What does financial success mean to you? Only by answering these questions can we then move forward with your personalized financial plan.

After the information-gathering phase, the analysis begins. Your plan is developed to keep fees low and reduce taxes. You are then presented with a financial plan that emphasizes your goals, objectives, and risk tolerances.

The delivery of the plan is just the beginning. As your life changes, we revisit the plan and make necessary adjustments.

As a financial planning client, you receive:

  • A free 15-20 minute phone consultation to discuss the financial planning process and discover if we are a good fit.

  • A complimentary 60-90 minute information gathering meeting where we discuss your financial goals, hopes, and fears. Meetings can be held in person, at your desired location, or via online video conferencing, as can all future meetings.

  • A 60-90 minute delivery meeting where your personalized financial plan is presented. We review the plan and make adjustments based on your valuable feedback. We will then discuss the steps necessary to implement the plan.

  • Meetings throughout the year to monitor your progress and address life changes.

  • You will have unlimited access to a Certified Financial Planner with nearly 25 years of experience in financial services.

  • You will also have access to a network of experts that include CPAs, estate attorneys, and insurance specialists.

The price for combined Comprehensive Financial Planning & Investment Management begins at $6,000 a year, which can be paid quarterly or monthly. Complex financial situations may result in a higher fee, but this will be discussed before any work begins.

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