For those clients that don’t need help with managing their investments, we offer standalone financial planning services. Our fixed fee, or fee-only financial planning services help you focus on developing your personal goals, while providing a path that helps you achieve these goals.
We help you figure out what you actually want out of life. We’ll then evaluate your current financial situation and help you determine the best ways to allocate your resources for achieving your goals. Our advisors provide both comprehensive and project based financial planning services.
Comprehensive planning requires an in-depth review of your entire financial life. This may include discussions around non-financial planning topics that have an indirect impact on your financial life. To provide the best outcomes, clients must be open to providing the necessary facts and context needed to build an accurate and complete picture.
Each situation is different, but typically we’ll start with an inventory of your finances. We’ll then review your spending plan; savings and investment plans; debt-management; and risk-management and insurance needs. From here we’ll explore retirement planning; legacy and estate planning; tax planning; education planning and more.
For project-based financial planning, the clients that come to us for this type of planning are typically looking for reassurance that the decisions they are making or the assumptions they are using are reasonable. Topics can range from a retirement plan checkup to college planning to student loan management and more.
Comprehensive planning fees range from $3,500 to $10,000 depending on the complexity of your financial situation. Most project-based planning will be based on an hourly planning rate that starts at $500/hour.
For more information, or to schedule an introductory call, click Get Started or reach out to one of our team members directly.
