The purpose of a financial plan is to help you to better understand where you are now and help you to reach your goals in the future. Your plan includes observations, analysis and recommendations to better balance current needs with future goals. Elements of your financial plan may include some or all of the following topics:
Our Financial Planning Services
Current Financial Status Together, we document your current net worth and your cash flow. We will check the state of your debts and the effectiveness of your income tax planning.
Together, we will review your current estate documents to help establish that they are still relevant and complete. Then you can discuss our recommendations with your attorney. If you do not have these important documents we can refer you to a suitable attorney.
We take an in-depth look into your insurance policies and offer recommendations so that you and your family are adequately protected against many perils.
The latest advancements in technology have allowed us to use its projections to help you make the best financial decisions for retirement, funding education or other future goals.
An overall asset allocation analysis will be provided for your current investments to determine your risk tolerance. Thereafter, we will share a recommendation based on our investment philosophy.
Any other issue or concern you have should be included in your plan such as education planning, stock options, RSUs, charity or philanthropic desires, annuity review, etc.
The cost of the financial plan can vary based on the complexity and number of elements, but most often totals $2,000 to $5,000.
4 Steps to Financial Peace of Mind
- We invite you to review our website to better understand what we do and how we do it.
- Call the office location and have a short, exploratory phone conversation with one of our team members to determine if our working together will be a good fit.
- Schedule a free, introductory “Get Acquainted” meeting to determine how our team can best help you and discuss the associated cost.
- Provide some information ahead of time to make our first official meeting efficient. Complete a financial fitness survey to identify primary topics. Participate in the Get Acquainted meeting then decide if we are a good fit, then engage our services.