Services For
Financial Planning
The Financial Planning process begins by identifying your personal goals and objectives.
While the steps that follow are similar for everyone, the process may look very different from one person to the next.
After 28 years of helping families achieve their goals I have developed a process that is driven by detailed technical analysis and experienced understanding of the broad range of circumstances families face in today’s world.
Package Options
Meeting #1:
- Identify and prioritize your goals and objectives
- Gather Information that includes but it not limited to: employment, taxes, cash flow, debt, investments, insurance holdings, and special circumstances.
Meeting #2
Presentation of a written financial plan that addresses some or all of the following;
- Net worth, cash flow summary, tax analysis, retirement & estate projections
- Recommendations designed to meet your stated goals and objectives supported by relevant financial summaries.
- Detailed technical portfolio analysis and asset management strategy
- Financial risk analysis and management plan
- Implementation plan
Meeting #3
- Follow-up meeting after 6 to 12 months to monitor the success and challenges of implementing the plan. Revising or updating the plan as needed.
Please contact me to discuss your specific needs. Custom plans for clients with corporate or trust assets are available for a small additional fee.
I look forward to helping you achieve your financial dreams.
Meeting #1:
- Identify and prioritize your goals and objectives
- Gather Information that includes but it not limited to: employment, taxes, cash flow, debt, investments, insurance holdings, and special circumstances.
Meeting #2
Presentation of a written financial plan that addresses some or all of the following;
- Net worth, cash flow summary, tax analysis, retirement & estate projections
- Recommendations designed to meet your stated goals and objectives supported by relevant financial summaries.
- Detailed technical portfolio analysis and asset management strategy
- Financial risk analysis and management plan
- Implementation plan
Ongoing Meetings
- Meet Semi-annually or Quarterly
Confirmation that planning assumptions have not changed - Plan updates and revisions as needed
- Review cash flow and savings or withdrawal plans
- Review current markets as it relates to your portfolio
Financial Concierge
- Major purchase
- Career change
- Marriage Breakdown
- Market Correction
- Investment opportunities
- Mortgage Renewal
- Inheritance
- Health event, etc.
This ongoing relationship and all related correspondence can be paid for with a one time fee of $600.00 and a $100.00 monthly subscription fee.
Please contact me to discuss your specific needs. Custom plans for clients with corporate or trust assets are available for a negotiated fee.
I look forward to helping you achieve your financial dreams.