Financial Planning with a CFP®
Our Comprehensive Financial Planning Process
Our lives are dynamic and full of experiences, we believe financial planning should also be an experience. This is why we make our entire process fun & engaging, committing to build a financial plan that helps improve your quality of life.
Planning for the future results we desire, the financial planning process becomes an interactive experience, one where the design of your life and financial plan take shape and become real. This makes planning fun, measurable, and organized.
We call this a "Results by Design Financial Plan."
- We learn about and help you crystallize your hopes, dreams & goals
- We analyze and test your current financial situation
- We test multiple ways you can manage your money to find the lowest cost, lowest risk ways of reaching your goals
- We agree on customized solutions to help you realize your hopes, dreams & goals
- We implement the financial plan when you are comfortable and ready to do so
To do this type of planning we charge a planing fee (see below) so there are no surprises. You pay nothing up front. We use a financial planning agreement that spells out what we will do, what the fee is, and will not invoice you for the financial plan unless your are 100% happy & satisfied.
Here is how we charge for your financial plan:
Our financial plans are priced based upon your net worth, excluding your primary residence.
Once you have a completed financial plan you are free to implement the recommendations with whomever & wherever you wish. If you should feel comfortable enough with us and our process, you may also implement with us, yet there is absolutely no obligation to do so.
Have specific questions? Think a financial plan might be just what you need? Please contact us for an introductory chat!