Comprehensive Financial Planning, at its core, is a process. The end goal of the process is to give you your best chance at reaching life goals through financial advice. Throughout the process, key areas of focus are highlighted: cash flow and debt analysis, risk management, investment management, retirement planning, tax and estate planning.
The Financial Planning process begins with connecting and listening. We'll have a real, honest discussion to understand your needs. From there, we securely collect data and design a financial plan focused on your concerns and goals.
Clarity, Confidence, a Partnership. Your Financial Plan is a tool we'll reference during our relationship as we move toward reaching your goals. We'll monitor and adjust your plan as life requires.
Ongoing Comprehensive Financial Planning engagements available. Minimum annual fees from $5000.
Limited engagement and hourly projects are available from $250 per hour.
When we manage client assets, Financial Planning fees are offset by the advisory fee.