Comprehensive Financial Planning
Design your best life
Comprehensive financial planning is my core offering and to keep my advice unbiased, my fee revolves around planning. When an advisor gets paid for managing assets or selling a financial product, it creates an incentive to begin there and build a plan around that. The securities or insurance you utilize should be dictated based on meeting your overall goals, not the other way around. Your goals and objectives is where we start, then figure out the best tools to use to get there. This way, you get advice that takes into account all areas of your financial landscape.
The financial planning process generally requires two formal meetings accompanied with as much coordination and follow up as necessary.
During our initial meeting we'll go into detail about your current situation as well as what you'd like your situation to be.
After your goals are defined, I'll develop a customized financial plan along with an actionable checklist to review with you.
Follow Up Support
Planning without action is useless, so you get 12 months of unlimited support to implement the action items along with continued access to the online portal.
Areas of focus
Net worth and cash flows
Income tax reduction
As a fee-only financial planner, I charge based on the complexity of your financial situation. The more complex, the greater number of hours of work will be required. My rate is $200/hour, but rather than tracking time and sending you a bill, I'll provide you with a quote before we begin an engagement. Here's a breakdown of a typical engagement.
10-18 hours x $200/hour