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Financial Planning Services

Our Process:wealth advisory services

Comprehensive Financial Planning

We begin with the same process as the Financial Planning Checkup, but then incorporate a thorough review of investments, estate plan, insurance policies, retirement plans, tax planning, etc.

Financial Planning Checkup

We collect the pertinent data from the client, conduct personal interviews with them and present selected report(s). Incorporates a review of investments, asset allocations, monthly cash flows, debts, savings goals, retirement and college savings (where applicable).  In addition, we will conduct a high level review and discussion of estate planning, insurance policies and tax planning. 

Hourly Financial Consultation

Advisor will provide financial consulting on an hourly basis.  This is customized work, based on the client’s needs.

Our financial planning services are offered either on a fixed fee basis or hourly rate. We do not receive commissions of any kind and we do not sell any products. The final fees shall be directly dependent upon the facts and circumstances of the client’s financial situation and the complexity of the service requested.  An estimate of the total cost will be determined at the start of the advisory relationship.  If the client chooses to proceed, 50% of the fee is due upon signing of the Agreement.  Advisor’s financial planning fees are negotiable and arrangements with any client may differ from those described above.

We begin by helping clients define their personal financial objectives and integrate the various aspects of their financial affairs into a comprehensive plan.

  • Tax Planning 
  •  Estate Planning
  •  Education Funding
  •  Charitable Giving Strategies
  •  Retirement Planning
  •  Insurance Needs Analysis
  •  Stock Options Planning
  • Banking & Mortgage Counseling
  • Business Succession Planning
  •  Sudden Wealth Counseling
  •  Retirement Plan Analysis & Selection

Financial Housekeeping Tips:

Are your affairs in order?

Do you have a will, living will, and health care proxy? Get your paperwork in order.

Are your beneficiary designations up to date? Time to update them.

Are family members responsible enough to manage your estate? Consider all of your options.

Are your financial documents stored safely? Find and agree upon a location.

Is your family giving to charity in a tax-efficient manner? Make sure you are maximizing your giving.

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