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Services

There are a few different ways to work with a financial planner. For some clients, a single meeting is all they need. Other clients want a detailed financial plan and regular meetings.


Comprehensive Financial Planning

We will work together to create an ongoing financial plan. We will meet quarterly, or whenever a need arises, to ensure all areas of your financial plan are on track.

Best Fit For: people searching for a financial planner who will be with you every step of the way.

  • Modular financial plan: a full financial plan delivered in easy-to-digest portions throughout the year
  • Quarterly check-ins to track your progress
  • Annual review of your overall financial situation
  • Email and phone access to a Certified Financial Planner®
  • Online web portal to chart your accounts and measure progress toward each financial goals
  • Optional investment management service for an additional cost of .40-.75% of assets under management. No loads--just a flat fee.

Cost: $500 - $1000 initial payment

Cost: $450 - $750 / Quarter


Hourly Financial Planning

Not everyone needs ongoing financial assistance. If you have questions about your financial situation but are not looking for ongoing assistance, I can help you. Let me know what you'd like help with and I will provide you an estimate based off my current hourly rate.

Projects vary, depending on client needs, but here are a few common projects.

Getting Started Details

Best fit for: people who have a career but don’t know how to build a retirement.

  • Cash Flow Analysis to determine if your money is being allocated towards goals in the most efficient way
  • Key financial metric assessment: Analysis of net worth, savings rate, and debt-to-income ratio
  • Specific plan to allocate your money towards your specific savings goals and/or debt payoff
  • Retirement Assessment

Full One-Time Financial Plan Details

Best fit for: people who don’t need ongoing financial planning but still need the guidance of a sound financial plan.

A one-time financial plan includes 1-2 data gathering meetings, a written analysis, and a follow-up meeting. All financial plans are custom tailored to your situation.

Most full financial plans include an analysis of the following key areas:

  • Key Financial Metrics Assessment
  • Cash Flow Analysis
  • Investment Allocation Guidance / Risk Assessment
  • Retirement Analysis
  • Insurance Analysis
  • Estate Planning Analysis
  • Tax Planning Strategies

Cost: $175 / Hour

The time frames provided here are estimates and may vary from person to person. Everyone’s financial situation is different. Added complexity (e.g. owning a business, owning rental property, greater than 6 investment accounts) may cause clients to go beyond the estimates listed above.