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Basic Financial Planning Services

Client Centered


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.

To begin, there are a few things we'll need:

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.

Our Four-Step Basic Financial Planning Process:

  1. You’ll have an in-office or online video discovery meeting with our Wealth Manager to discuss your strengths, values and goals and what you want to accomplish.
  2. Our Paraplanner will help you access and personalize your Personal Financial Website, where you can aggregate your account balances and other financial information in one secure location. She may also contact you and collect additional details about your financial situation. 
  3. We will evaluate investments, insurance, income, cash flow and debts to see where you stand. 
  4. Within approximately 30 days, we will provide a Roadmap Starting Point and Action Plan report, which will include a snapshot of your current situation and recommendations for the next steps on your financial journey.

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.

Continuing the Journey

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.