How to Begin
We offer three options: Comprehensive Planning, Situational Planning or Hourly Financial Coaching. What’s the difference?
Comprehensive Financial Planning: We will analyze your entire financial picture, taking into account retirement planning, budgeting, education planning, asset allocation, insurance needs, estate analysis and any other major financial impacts such as inheritance or major purchases.
Clients will receive detailed recommendations including, but not limited to, portfolio allocation, savings and investment goals, major purchase scenarios, tax reduction strategies and projected cash flow s.
This also includes coordinating your plan implementation with your other trusted advisors, such as CPA, Estate Planning Attorneys, Mortgage Broker, Banker and Insurance Agents.
On going quarterly follow-ups are recommended, but at the client's discretion.
Situational Planning: Tell us your needs and we’ll quote a flat fee. We have experience dealing with a broad range of financial issues. Projects that commonly fall into this category are:
Financial Coaching: We can provide consulting on a pure hourly fee basis. Designed to address smaller issues or questions.
Putting the wheels in motion
Aren’t ready for comprehensive planning? Do you really only want to address a specific issue? After an initial conversation, you can decide which planning approach works best for you. Either way, our professional approach will help you with: