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Financial Services

Get Acquainted Meeting is a no-cost, no-obligation meeting, typically lasting 20 to 30 minutes for us to get to know each other. This can be in person or on the phone. Please complete the relevant parts of the financial planning organizer(available on this website under Forms) before this meeting. We will discuss your questions and issues, review my background and expertise. At the conclusion of this meeting, we will both know if we want to work together. If we jointly agree to do so, our efforts will most likely fall into one of the following engagement types. At the conclusion of the Get Acquainted Meeting, a quote will be generated for the agreed upon engaged services.

Suitable for anyone considering engaging a personal financial planner.

Average cost range: $0

Comprehensive Financial Plan

This is a broad review of your financial life examining in depth: your cash flow, debt management, education plans, insurance coverage, retirement forecast, tax and estate plans. Goals are identified, time frames are specified and action items identified to help you achieve your financial objectives. A full financial plan is generated and reviewed after 2-3 meetings.

Suitable for anyone who wants a complete review of their entire financial life.

Average cost range: $1,500 – $3,500

Specific Financial Plan

This is an in-depth review of a singular aspect of your financial life. Typical topics requested by many clients include: retirement savings, college funding, credit card management, estate planning, life insurance, tax planning. A modular financial plan is produced and reviewed after 2 meetings.

Suitable for anyone with detailed questions or desiring a detailed plan in one part of their financial life.

Average cost range: $500 – $1500

Financial Planning Session

This is a single meeting, typically lasting one to two hours. Your specific issues are addressed, at a high level. A summary report, including action steps is produced after the meeting. Depending on schedules, this may be an immediate follow on meeting, after the Get Acquainted meeting.

Suitable for anyone looking for basic financial planning points; or for anyone with one particular issue needing resolution and action steps.

Average cost range: $240 -$500

Reviews

Checkups are recommended for clients, where a Comprehensive Financial Plan or Specific Financial Plan has been generated. Just as medical professionals recommend annual physical examinations; as a financial professional, I recommend an annual financial exam. During these reviews we will track progress against goals, adjust goals, identify new opportunities and recommend changes in investments. More frequent reviews at a quarterly or semi-annual frequency are also available, if a client wishes to check on their plan on a more regular basis.

Suitable for existing clients or people who have experienced major life changes.

Average cost: $400 – $700