Comprehensive financial planning
From a Certified Financial Planner®
Ideal for clients who want to work with a financial planner on an ongoing basis.
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
✔Real estate transactions
✔Starting a business
✔Stretch IRA planning
✔Social Security analysis
We discuss your financial goals and obstacles you may be facing.
We complete the financial planning agreement, provide you with your client portal access, and obtain any financial details or items still needed.
We build a plan based on our initial consultation, your documents, and any follow up discussions we have.
We walk through the details of your plan, including our recommendations and next steps.
Within a week or two of your plan presentation, we follow up with you and see what additional questions or clarifications you may need.
Your plan will include a clear list of action items for you to accomplish and we work with you to implement our recommendations.
We connect within 30–45 days of the plan presentation meeting to review your progress.
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.
Using your Personal Financial Website, we will track the progress of your top goals and net worth.
We periodically review and make adjustments based on new goals and life changes.
We are always available to guide you and address changes along the way.
You will receive our monthly communication along with other information and educational resources tailored to help you continue your financial planning success.