CFP Certified Financial and Retirement Plan Services
We provide comprehensive financial and retirement planning services on an hourly or project plan basis. Project financial planning provides a comprehensive approach to accomplishing your financial and investment objectives.
Project financial planning starts with our “Total Client Profile” meeting which includes assessing your:
- Balance sheet
- Cash flows
- Investment planning
- Risk exposure
- Tax and estate planning
- Personal financial needs and goals for the future.
After we have a solid understanding of your finances, we create a financial plan designed to improve your economic position and help you achieve your financial goals.
Together we’ll identify your financial roadblocks, and chart a path towards a financially inspired future. We’ll establish a framework for financial and investment success, and lay out the specific action steps necessary to get you there.
Financial and retirement plan compilation and presentation is based on an hourly rate of $250 and an estimate of the complexity and time involved with your specific situation. Most financial plans can be completed and presented for approximately $1,500 to $3,500.
