Ongoing Financial Planning

Need a Personal Financial Coach to help guide you through your finances? Look no farther than the ongoing financial planning relationship that we will have with you. This process will help take out all of the guesswork regarding your finances and help you understand how each decision you make regarding your finances will impact you, both currently and in the future. Every situation is different, so each plan will be custom tailored to fit your needs. Also, includes unlimited client support for those unexpected financial situations.

The financial plan will address any or all of the following areas of concern. These areas may include, but are not limited to, the following:

  • Establishing and defining the client-planner relationship

  • Gathering client data and determining goals and expectations

  • Analyzing and evaluating the client’s financial status

  • Developing and presenting the financial planning recommendation and/or alternatives

  • Implementing the financial planning recommendations

  • Monitoring the financial planning recommendations

  • Business Planning

  • Cash Flow and Debt Management

  • College Savings and Planning

  • Employee Benefits Optimization

  • Estate Planning (in conjunction with an estate focused attorney)

  • Insurance

  • Investment Analysis

  • Retirement Planning

  • Risk Management

  • Tax Planning

 

 

 

Pricing:

Fees for the Ongoing Financial Planning consist of an upfront charge of $100 and an ongoing fee that is paid monthly, in advance, at a rate of $25-$1,000 per month depending on the complexity of the ongoing financial planning relationship. This fee may be negotiable in certain cases.