The way that we work with you depends on what stage of life you are in, and what your goals and interests are. These are the most common ways we work with people:
Ongoing Financial Planning & Asset Management
Are you ready to have a fully accessible financial partner at your finger tips? This option is for you! We will start off by completing a comprehensive financial plan. Then, we will work with you to prioritize any recommendations that come out of our analysis. We will be there to help monitor your progress with check-ins throughout the year, and a yearly review meeting. You have access to our support anytime you need it and we will remind you of any pressing action items, so that you can focus on the things that you enjoy.
We charge a one-time fee to complete the financial plan. The amount we charge for a plan depends on the complexity of your situation, so we will talk about the cost of the financial plan during the initial consultation. Once the plan is completed, we will explore what kind of fee would work best for ongoing planning and/or management of your investments.
One-Time Comprehensive Financial Plan
This is a great option for people that aren't ready for an on-going relationship, but want a "check-up". We find that a lot of people in their mid-thirties to late forties benefit from this option. If you have a big financial decision in the near future or want to a professional opinion on your strengths and weaknesses, a comprehensive plan could help you. Once we complete our analysis, we will provide you with our thoughts and recommendations and you'll walk away with action items that can help you implement the plan.
We charge a one-time fee to complete the financial plan. The amount we charge for a plan depends on the complexity of your situation, so we will talk about the cost of the financial plan during the initial consultation. You'll have plenty of opportunities to ask us any follow up questions you may have, and the door to continuing our relationship is always open if you decide you would benefit from it after all.
Divorce / Post-Divorce Planning
We have two Certified Divorce Financial Analysts(TM) in our office that can help answer your financial questions, no matter where you are in the divorce process. If you are just starting to think about divorce we offer a safe and anonymous place to ask financial questions and understand how divorce could impact your financial reality.
We charge an hourly-rate of $200 for Divorce Planning.