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FINANCIAL
PLANNING
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This service is great for people looking for ongoing support that is customized specifically for your needs. We approach this as an ongoing, twelve month engagement, covering the major elements of financial planning at a manageable – but deliberate – pace.

Our Financial Planning service offers a thorough and extensive examination of your situation and values through the development of a customized Financial Plan. All decisions are driven by your goals, objectives, and risk tolerance.

FINANCIAL PLANNING TOPICS INCLUDE:

  • Cash Flow & Income Planning

  • Tax Efficient Saving and Investing

  • Investment Advice

  • Retirement Planning 

  • Employee Benefits Review 

  • Major Purchase planning (Home, College, Travel) 

  • Insurance Review

  • Gifting & Charitable Giving Planning 

  • Estate Planning Analysis 

You may have concerns that are not included in this list. Not to worry – this list is not intended to be comprehensive. Rather, it is intended to demonstrate the scope of our work together and the various services available to you.

THE PRICE

Financial Planning is priced as an annual retainer and billed monthly. Pricing starts at $300 per month, along with a one-time, upfront onboarding fee of $600. Some common examples of analysis we provide (other than traditional investments) are cash flow strategies, effective debt management, how multiple investment accounts can be used concurrently, and real estate purchases or refinancing.

THE PROCESS

Once you decide to become a client, we will request that you provide a list of documents for us to review. This could include documents such as account statements, pay-stubs, and pension projections. We then analyze this information to create your customized financial plan. It’s our job to help you see the big picture and identify specific areas of impact. We will work together to build and implement your plan over time.