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.

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 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 complete the plan.

  • A comprehensive meeting at least once a year.

  • Ongoing meetings, as necessary, when major life events occur or simply to gauge your progress.

  • You will have unlimited access to a Certified Financial Planner / Chartered Financial Analyst who will answer any questions you have about your personal finances. 

  • 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.

Click here to schedule a free, 15-minute phone consultation.