Planning

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Useful Resources

Give Yourself a Financial Checkup

The solution is in the process, not financial products

Flexible approaches based on your goals and your scope

Saving on the cost of college

Comprehensive.

• Planning engagements based on a scope you set.
• Plan design, implementation and ongoing monitoring of progress.
• Cash flow & debt analysis, education funding, investment management, risk & insurance
analysis, estate planning, and special circumstances are generally considered.
• Family services focusing on charitable giving, elder care, trusteeship, end of life planning and
assistance with probate and estate administration if applicable.
• Attentive, personal service. I recommend we meet quarterly, or more frequently if needed.

Goal-focused.

• Robust “what if” analysis of how your actions today may impact your goals for tomorrow.

Flexible.

• Percentage of assets managed for comprehensive planning & asset management combined.
or
• Annual retainer or fixed rate for financial planning services.

Learn more about this approach by reading our Firm Brochure - click here.

Financial Planning Services

“Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.”

— CERTIFIED FINANCIAL PLANNER TM Board of Standards