Basic Financial Planning
These services are designed for people who are at the beginning stages of accumulating wealth. Our purpose is to help you pursue positive cash flow by reducing credit card debt, preparing for unforeseen circumstances, setting goals and investing for retirement.
Prior to our initial consultation, you'll be asked to fill out a confidential questionnaire to provide important details about yoru financial situation. Gathering this information in advance allows us to focus our meeting time on discussion and getting to know each another, rather than on collecting data.
We'll provide ongoing email support as you implement our recommendations throughout the year. At the end of the year, we'll provide a written Basic Financial Plan that incorporates your values, goals, completed milestones, updates, review of investments, net worth, balance sheet, and where you stand for retirement.
Financial Planning doesn't end with a written plan; rather, it's only the beginning. A great financial plan grows with you and adapts to your changing goals, life circumstances and financial needs. It should be reviewed on a regular basis so you can adjust course to increase your likelihood of success. We offer ongoing financial planning services with an agreement that can be renewed annually.