Financial Planning
Fee - Based Financial Planning
Paving a path for you to reach your goals
Financial planning is important because it helps individuals realize their current situation and think realistically about their future. It identifies changes that need to be made today to reach desired goals for tomorrow. Just like any building needs a strong foundation to withstand harsh elements, individuals need a strong foundation to endure the ups and downs they may encounter in both their financial and personal lives. The best way to build that foundation is through comprehensive financial planning. The ultimate goal of the financial planning process is to help you meet yours!
OUR 6 STEP PROCESS
Let's make it easy to map your future
“The time to repair the roof is when the sun is shining.” – John F. Kennedy
Our Planning Engagement
Options
FOUNDATIONAL STRATEGIES
Designed for clients who are looking to get started with the basics.
Services Offered:
Basic needs analysis projections
INSURANCE SERVICES
- Basic review and recommendation
- Life, disability, and long-term care
- Access to several insurance companies
INVESTMENT SERVICES
- Portfolio analysis
- Tactical asset allocation
- Brokerage products
- Mutual funds
- 529 plans
- Advisory accounts
CLIENT SERVICE
- Product dependent
- For advisory accounts 1 meeting per year
COMPENSATION
- Product solutions: Commission
- Advisory accounts: Quarterly advisory fee
FEE- BASED FINANCIAL PLANNING
Designed for clients who want ongoing financial planning advice that looks at their whole financial picture.
Services Offered:
CORE TOPICS
- Financial position review
- Cash flow, net worth, emergency fund
- Insurance review
- Basic estate review
GOAL BASED TOPICS
- Retirement
- Education savings
- Other accumulation goals
- Future financial position planning
- Estate planning
- Employee benefits planning
- Investment planning
- Income tax planning
CLIENT SERVICE
- Up to 2 meetings per year
- Implementation as needed
Fee for Service
ADVANCED FINANCIAL PLANNING
Designed for clients who have complex planning needs and looking for a higher level of service.
Services Offered:
ALL FINANCIAL PLANNING SERVICES, PLUS
- Access to advanced planning specialists
- Executive benefits planning
- Business financial planning
- Special needs planning
COORDINATION WITH OUTSIDE PROFESSIONALS
- Accountants
- Attorneys
CLIENT SERVICE
- Up to 4 meetings per year
- Implementation as needed
Fee for Service
Six Cornerstones Of
Financial Planning






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