Financial Planning

Am I on track for retirement? Are my investments appropriate? Are there any tax strategies I should consider? If you find yourself asking these questions, financial planning may be the right track for you.

Comprehensive financial planning is a multi-step process designed to help you envision your financial future, empower you with practical strategies, and realize your full financial potential. Your plan may encompass a wide array of financial areas, including investments, insurance, estate planning, tax strategies, retirement planning, and more—all tailored to align with your unique financial and personal resources and goals.

Our Process

When you’re ready to get started, we’ll set up an initial meeting to get to know you personally, help identify your current financial resources and challenges, and find out your goals in life. We'll then analyze the information you have provided, research options, and develop a sound, objective plan with specific action items designed to help you achieve your financial goals. We'll review the plan with you and provide advice and assistance on implementing the recommendations.

 

We want to instill the power in you to completely understand the comprehensive plan.

We're always available to monitor the progress of your plan, answer questions, and help you deal with unexpected roadblocks or detours along the way. Because things can change, we encourage annual financial planning reviews.

 
Schedule a no-cost interview meeting today
 
 

Frequently Asked Questions

What is comprehensive financial planning and how much does it cost?


We know there are a lot of moving parts to a financial life, so we created financial plans that address the various parts—insurance coverages, estate planning, taxes, employee benefits, retirement planning, investments, and more. We help our clients formulate and implement a plan to meet their specific needs. What makes us different from other financial advisors is we do not sell any products—we work for our clients at an hourly rate.

The fee for comprehensive financial planning depends on the complexity of the situation, but the fee for a new client engagement generally ranges between $3,000 to $4,000.

What does the CFP® certification really mean?


CERTIFIED FINANCIAL PLANNER® certificants complete rigorous training and experience requisites in order to earn the CFP® mark. Additionally, they are held to high ethical standards. The demanding expectations prepare CFP® professionals to make the best possible recommendations to their clients in the ever-changing financial climate. A CERTIFIED FINANCIAL PLANNER® professional will combine all areas of your financial life, from education and retirement planning to tax services and budgeting.

Please note that not all "financial planners" are CERTIFIED FINANCIAL PLANNER® certificants.

What does the CDFA® certification mean?


The Certified Divorce Financial Analyst® and CDFA® are professional certification marks granted by the Institute for Divorce Financial Analysts (IDFA™). To attain the right to use the CDFA® marks, an individual must have satisfactorily fulfilled three years of professional experience in finance or divorce, hold a Bachelor's degree, passed the comprehensive certification exam, and abide by the IDFA™ Code of Ethics and Professional Responsibility. Individuals who become certified must complete 15 hours of divorce-related continuing education every two years.

No investment plan assures success or guarantees against loss.

Additional Services

investment management
Tax Services