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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 

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

Our Process
Our History
Our Values
Our Process
Our History
Our Values

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