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.
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.
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.
Best fit for: people who have a career but don’t know how to build a retirement.
Best fit for: people who manage their own portfolio but aren’t sure if their investments are structured efficiently.
Best Fit For: people who are within 10 years of retirement.
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:
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.