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Comprehensive Financial Planning

This service is an ongoing partnership to meet your financial goals. Initially, we'll get to know each other and establish your life goals and how to best allocate your human and financial capital to meeting those goals. We will provide analytical support as you make financial decisions- such as a new job, moving, college costs, and employee benefits to name a few. 

Goal-Setting and Data Gathering- We will help you clarify your top financial goals and your values as it relates to money. Together, we will establish a clear picture of your current financial situation through an extensive data gathering process. We will ask you lots of questions and request your help in providing the relevant data needed to provide an accurate picture of your finances. This will serve as the foundation for your financial plan. 

Plan Construction and Implementation- Based on our conversations and data collected, we will build out your comprehensive financial plan that takes into account all the aspects of your financial life and provides actionable steps that puts you on the right track towards achieving your goals. Holistic in scope, the planning will take into account all relevant areas of your financial life including, some of all from the following list:

  • Cash Flow Management and Budgeting 

  • Debt Elimination Strategies 

  • Optimization of Employer Benefits & Stock Options

  • Insurance Planning & Analysis

  • Retirement Planning

  • Estate Planning

  • College Education Planning 

  • Tax Planning 

  • Investment Planning 

Evaluate and Adjust- Your life is not static and neither should be your financial planning. Economic and market fluctuations, job changes and promotions, marriage, buying a home, the birth of a child, and the death of a family member are all examples of significant life events that could make our financial picture and goals change substantially. We believe that the financial planning process is not a one-time event, but rather is something that requires on-going, regular attention. Thus, our relationship with our clients does not end at plan delivery, but rather we continue to meet regularly to make sure your plan is evolving and changing as your financial situation and goals evolve and change. 

Price:  Ongoing Annual Fee (billed monthly or quarterly); Ranges between $50-$150 per month based on annual household income. Get started with a scheduled complimentary 30 minute phone call to see if we're a good fit to partner with you to help you make a lifetime of smart financial decisions.

Click Here To Schedule A Complimentary Call