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COLLABORATIVE FINANCIAL PLANNING


for a better life

SERVICES


Do you want to have more time and freedom for the things you enjoy? You can.

You likely have several financial planning pieces in place — you pay taxes, invest at least a portion of your savings, have some insurance, a will in place — but chances are each of these pieces was developed independently and at different times in your life. As financial planning experts, we analyze each piece of your financial plan to ensure it is working to accomplish its own specific tasks as well as support the tasks of other pieces.

FINANCIAL FITNESS REVIEW

The Financial Fitness Review provides an excellent introduction to our comprehensive financial planning services. Even better, you’ll receive unbiased expert advice regarding your financial picture, as well as feedback on your key financial questions or issues. The review includes two meetings, an “intake” meeting where we assess your key questions and review relevant financial documents, and the “review” meeting where we present our findings.

RETAINER SERVICES

Our comprehensive financial planning approach includes:

  •  Investment strategy, advice, and implementation
  •  Tax planning and income tax return preparation
  •  Goal assessment and integration
  •  Retirement planning
  •  Insurance coverage and needs review
  •  Risk Management
  •  Estate Planning
  •  Education Planning
  •  Budgeting and Record Keeping
  •  Lifestyle spending review
  •  Flexible services to adapt to your ongoing needs

Annual fees vary according to factors such as financial complexity, income, and assets.

 

WANT TO LEARN MORE?

Contact us today!