Fee-based Planning
Your goals. Your plan.
Financial planning is a process designed to help you meet your financial goals. Through this process, we'll work one-on-one to guide you through various topics, helping us develop a single written plan that meets your needs.
We provide these services to you for either an hourly or flat fee, for the time and knowledge we have provided. All fees associated with the planning process will be discussed during our first meeting.
Our step-by-step process
1. Gather information
2. Analyze financial status and assess goals
3. Develop a customized financial plan
4. Present your financial plan to you
5. Implement your plan (if you agree)
6. Evaluate your plan ongoing
Which products are right for you?