Financial Planning
Working with a financial planner provides you personalized, quality financial advice so that you can make decisions that support your passion, values, and future.
Whether in a workshop, creating a personalized financial path, or working in an ongoing fashion, here are some areas of 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 $650 per household.
Individual Financial Planning
Financial planning is available as either a limited duration to provide you guidance on your path or a complete financial plan followed by ongoing coaching, guidance, and support. With personalized guidance, one-on-one accountability, and action plans, we help organize your entire financial life.
Our ongoing financial planning offers real-time 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.
Financial plans range in price starting at $3,600 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 $450 to $1000 per month.
Investment management options are available when combined with ongoing financial planning.