Comprehensive  financial planning

From a Certified Financial Planner®

We work together to build, implement, and monitor your comprehensive financial plan.

Ideal for clients who want to work with a financial planner on an ongoing basis.

Comprehensive Financial Plans

Personalized to your needs

  • Requires no account or net-worth minimums
  • Packages to cover your entire planning needs
  • Periodic services for those who need ongoing support
  • Recommendations of adjustments needed to accomplish your financial goals
  • Clear summary of next steps to implement your plan
  • Identify top goal(s) for ongoing monitoring
  • Access your to your Personal Financial Website to streamline planning & implementation
Wealth Accumulation
Goals
✔Saving for retirement
✔College planning
✔Real estate transactions
✔Stock compensation
✔Starting a business
Estate Planning
Goals
✔Estate planning
✔Gift planning
✔Estate taxes
✔Wealth transfer
✔Stretch IRA planning
Retirement
Goals
✔Retirement income needs
✔Travel planning
✔Lifestyle management
✔Social Security analysis
✔Investment planning
Unexpected Events
Goals
✔Divorce
✔Disability
✔Inheritance planning
✔Premature death
✔Long-term care

Book a 30-minute complimentary consultation to find out more

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.

Financial Planning Process

Build. Implement. Monitor.

Integrating our expertise and the technology of your Personal Financial Website, our three-step process of build, implement, & monitor is designed to provide you a baseline plan that is monitored and updated as your goals and life change.

Step 1. Build

We build your plan.

INITIAL CONSULTATION VIDEO CONFERENCE (30 minutes)

We discuss your financial goals and obstacles you may be facing.

SERVICES ENGAGEMENT & CLIENT PORTAL ACCESS

We complete the financial planning agreement, provide you with your client portal access, and obtain any financial details or items still needed.

PLAN DESIGN (3–6 weeks)

We build a plan based on our initial consultation, your documents, and any follow up discussions we have.

PLAN PRESENTATION MEETING (60 minutes)

We walk through the details of your plan, including our recommendations and next steps.

Step 2. Implement

We implement your plan.

FOLLOW-UP VIDEO CONFERENCE (30-60 minutes)

Within a week or two of your plan presentation, we follow up with you and see what additional questions or clarifications you may need.

BEGIN COMPLETING YOUR ACTION ITEMS

Your plan will include a clear list of action items for you to accomplish and we work with you to implement our recommendations.

30–45 DAY CHECK-IN

We connect within 30–45 days of the plan presentation meeting to review your progress.

PERSONAL FINANCIAL WEBSITE & TRACKING BEGINS

If not already done during the build process, we complete the on-boarding process of your Personal Financial Website to prepare for our ongoing monitoring. You will begin to receive monthly progress reports.

Step 3. Monitor

We monitor your plan.

ONGOING ENGAGEMENT

Using your Personal Financial Website, we will track the progress of your top goals and net worth.

PERIODIC REVIEWS

We periodically review and make adjustments based on new goals and life changes.

CONTINUED ACCESS TO A CERTIFIED FINANCIAL PLANNER®

We are always available to guide you and address changes along the way.

FINANCIAL UPDATES & OTHER RESOURCES

You will receive our monthly communication along with other information and educational resources tailored to help you continue your financial planning success.

Not what you're looking for?

Here is the complete list of our services.

Financial Planning

Work with a financial planner on an ongoing basis.

Portfolio Review

We provide you a second opinion on established or managed investment accounts.

Financial Check-Up

Use this one-time financial session to find out where you stand with your finances.

Investment Management

We manage your investment portfolio based on your goals and risk profile.

Budget Management

Get your finances on track by creating & implementing a budget.

Divorce Financial Planning

Guidance on the financial aspects of any stage of marital or post-marital planning.

Financial Discipline. Freedom.

Schedule a Consultation