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.
Limited Engagement Financial Plan: For clients who are looking for a focused approach to more specific financial needs, we offer a Limited Engagement Financial Plan for a fee of $3,000. This engagement provides comprehensive solutions in targeted areas such as investing or retirement planning.
Full Comprehensive Planning: For clients looking for a more in-depth analysis of their entire financial situation and a comprehensive plan for achieving long-term goals, we offer a Full Planning service for $6,000. This plan addresses in detail the six key areas of financial planning recognized by the CFP Board of Standards
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