WHATS THE COST?
Ongoing financial planning starts at $1,740 a year or $120 a month depending on complexity with an upfront charge of $300.
ONGOING FINANCIAL PLANNING
The first year starts off with an initial planning process of 4-6 meetings over 2-3 months. During those meetings we will produce an individualized schedule for the coming year
Unlimited access to a financial planning professional to answer all questions
Organization of your financial information
Establishment and prioritization of clear goals
Employee benefits analysis
Tax planning recommendations
Estate planning recommendations
Budgeting and debt management
College education planning
Social Security optimization
Coordination of detailed action items
Review and update of plan when life changes
Access to online client portal
HOW DOES IT WORK?
Our work together is collaborative. I may be the financial expert, but you are the You expert. My role is to help you cultivate consciousness around your financial decisions and to erect “guardrails.” You choose a path between those guardrails that works for you.
We start by creating an initial plan that showcases where you are now financially, and also your goals and vision for your life. We then work together systematically to implement the action steps and get you closer to your goals As changes happen in your life, we adapt our strategy so it still makes sense for you. Once a year we do a thorough review of the plan to ensure we’re still headed in the same direction.
As part of this ongoing relationship, I also manage and provide advice for all your investment accounts