Financial Planning
Working with a financial planner providing you personalized, quality financial advice so that you can make decisions that support your passion, values, and future.
Whether working in depth to develop and implement your personalized financial plan or jumping in with a quick start plan we will work to create a personalized financial path to grow your financial freedom.
Individual Financial Planning with Investment Management
Holistic financial planning is available as a complete financial plan followed by ongoing coaching, guidance, and asset management to make a plan, provide you guidance, and support you on your path to growing financial freedom. With personalized guidance, one-on-one accountability, and action plans, we help organize your entire financial life.
Our ongoing financial planning offers real-time, real-life advice and planning for when life happens and plans change, as well as asset management aligned with an investment strategy based on your specific goals. We will cover cash flow & debt management, estate planning, risk, tax planning, retirement, and investments, as well as goals, values, and other areas as they pertain to you.
After developing your financial plan we continue working together connecting every few months to review and make any adjustments so that you continue to grow your financial freedom. Initial financial planning starts at $500 per month and transitions to investment management (often called AUM).
Investment management options are available when combined with ongoing financial planning.
Individual Financial Planning
Holistic financial planning is available as either a complete financial plan followed by ongoing coaching and guidance while you continue to implement and care for your financial plan or as a limited duration opportunity to help make a plan, provide implementation guidance, and start you on your path to growing financial freedom. With personalized guidance, one-on-one accountability, and action plans, we help organize your entire financial life. We start with cash flow & debt management, ensuring these align with your goals and values. We then cover other areas as they pertain to you, including estate planning, risk, tax planning, retirement, and investments.
Our ongoing financial planning offers real-time and real-life advice and planning for when life happens and plans change, without the obligation of asset management though we will review any investments and opportunities offered through your workplace plans and help ensure those align with your specific goals.
Financial plans range in price starting at $3,750 and are paid over the months we are working together. After developing your financial plan we may continue working together for an ongoing monthly fee from $500 to $1000 per month.
Quick Start Programs
Quick Start Financial Planning provides an overview of your financial picture, including three meetings (held over approximately two months) and use of the planning software.
In our meetings we will look at your current financial picture and make best use of our limited time together to make recommendations and address your most pressing concerns to the extent we can, e.g., cash flow & debt management, understanding retirement, investment options.
We will also cover using the software to make adjustments to your plan as you move forward. This option starts at $1800.
Quick Start with Investment Management provides an overview of your financial picture, including cash flow & debt management, and then we focus on investment management.
We will explore various areas of your financial plan over the time we work together, but here our initial focus is reviewing and managing investments. This can be beneficial for those who have immediate questions about investments stemming from such things as needing to rollover a workplace retirement plan, such as a 401(k), or an inheritance they need to ensure is reflective of their needs and goals.
The initial meetings, planning setup, and overview of your finances included with the $1500 quick start program, then we continue with an investment management agreement (often called AUM).
Investment management options are available when combined with ongoing financial planning.
Components
Knowing where your money is going and having a plan to pay off debt.
From wills and trust to charitable gifting and estate taxes.
Evaluating risks and putting safeguards in place.
Reviewing this year’s taxes while planning ahead to reduce total life time taxes.
Assessing your entire portfolio from risk tolerance to investment strategies.
Whether looking to retire early or planning to continue working considering your options.
Workshops
Small group workshops provide guidance and community to help you outline your personal financial plan, make educated decisions, and move forward on implementing your future financial growth.
You will create an outline of your personal financial plan in a supportive and nonjudgmental environment where you can ask questions and develop a personalized action plan.
These workshops are typically divided over four sessions with each session consisting of set topics and time for question and answers. In order to provide individual assistance each workshop is limited to four households, so grab a few friends or ask to join others interested in forming a group. The full workshop, including email support between sessions, is typically $750 per household.
