Everyone has different financial goals, values, and challenges. First we take time to understand your unique situation and your financial constraints. We then work with you to develop strategies to help reach your goals. Finally, we lay out both short and long term targets to help track your progress towards your goals. Our speciality is providing an organized overview of your financial life so the next steps become clear.
Whether you need help with financial planning in one specific area or a comprehensive plan focusing on all areas, our flexible fee structure allows us to customize our services to meet your needs. We offer hourly, project based, and ongoing financial planning so that you can use as little or as much as you need. Our financial planning services include:
- Initial meeting to understand your questions, goals and challenges
- A review of different alternatives and what-if scenarios
- Personal report outlining strategies to reach your goals
- Short-term and long-term steps so you can put you plan in action
- Option of ongoing financial planning to help you implement and track your plan
Everyone’s situation is unique, but below are discussion topics that often come up during the financial planning process. You may need help in several areas or just one. Click on each to learn more.