1465 Kelly Johnson Boulevard
Because we have separated our planning and advisory services from the product implementation services, you have the flexibility to work with us in a fee-based “planning-only” relationship. Our financial planning services help you find the answers to the most common financial planning questions, and we will either assist you in developing a plan of your own or simply review your current plan for areas of improvement. Before getting to the numbers or exploring any potential solutions or strategies, we first get to know the predominant emotional factors that tend to add to or detract from your happiness. Specifically, these are your biggest fears or obstacles, your best opportunities and your current sources of confidence. These emotional factors are absolutely crucial to the planning process. Once the wheels of the plan are in motion, only a periodic check up is required to keep the plan updated on an as needed basis, naturally making this type of planning a limited engagement.
OUR FINANCIAL PLANNING SERVICE is unique to each client but addresses the most common financial concerns and questions people have, which often include:
And many more…
Fees are based on the complexity of your situation and the time involved in putting together your initial plan and strategies and could be one time or recurring in nature, depending on your needs.