Financial Planning with a CFP®
The #1 reason people don't realize their hopes, dreams & goals is because they fail to plan for them.
People Don't Plan to Fail, They Fail to Plan
By collaborating with our team of expert advisors to build an actionable financial plan, you will increase the likelihood of getting all that you want out of life.
We use a "Results by Design" financial planning process. Focusing on specific results, the design of your plan allows us to see in advance which solutions are best suited for your situation, helping you realize your goals.
- We learn about and help you crystallize your hopes, dreams & goals
- We analyze & test your current financial situation to see if it will meet future needs
- 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 based upon the results of our analysis
- We help you implement the solutions from your financial plan
We also work closely with your existing tax & legal counsel, working together with the common goal of helping you.
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 with the end result.
Here is what we charge for your financial plan:
Our financial plans are priced based upon your net worth, excluding your primary residence.
Once we have completed your financial plan and you feel comfortable with us and our process, we can help you take action by implementing the solutions.
We believe a sound financial plan is the foundation to financial success, and more importantly an enjoyable life.
Before agreeing to go through our financial planning process we encourage people to learn a little more about what it means to work with us and if you might be a good fit for our firm.