COMPREHENSIVE FINANCIAL PLANNING

AN ONGOING FINANCIAL PLANNING SERVICE AND ANALYSIS THAT BRINGS TOGETHER SIX KEY ELEMENTS OF YOUR FINANCIAL LIFE

AND ENHANCES YOUR FINANCIAL MANAGEMENT WITH ADVICE IN AN ONGOING RELATIONSHIP, UNDER A FIDUCIARY STANDARD OF CARE, WITH ADVOCACY, AND STEWARDSHIP TO HELP YOU WITH DECISION-MAKING ON YOUR OWN TIMELINE

​WE'RE HERE TO HELP

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• Financial planning is a personalized service that is in-tune with your evolving life and that progresses with you

• Our team brings a flexible and organized approach to understanding your current financial position

• By challenging you to best develop your priorities and goals, we'll establish a framework for analyzing the different opportunities and risks relevant to you

• When delivering advice or recommendations, we prioritize your clarity and confidence

• Our team will act as a steward to you, helping you to achieve financial decision-making processes over the timelines you establish

• We'll provide access to a dynamic financial management and planning software called Personal Financial View E Money

• We'll coordinate with other important players in your financial life (CPA's, attorneys, lenders, etc.)

• When every member on your financial team is on the same page, you'll avoid the 'junk drawer' approach of financial management

• You’ll know that a team you can trust is in-tune with your financial life on an ongoing basis, available to you as a resource, and excited to reach new chapters at your side

FINANCIAL PLANNING SERVICES PRICING

Ongoing financial planning services are annually renewable and at a fixed annual fee. The annual amount typically ranges from $600 to $12,000. A fee is agreed upon by the client and the financial planner before entering into a financial planning services agreement. The quoted annual amount depends upon a variety of factors, including:

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• The complexity of your personal financial circumstances and stated objectives

• The number of goal-based topics that you wish to cover

• The anticipated time needed to complete the financial plan deliverable and recommendations

• Expectations regarding number of meetings and coordination of other financial professionals (CPA's, attorneys, etc.)

• Net worth, investable assets, household income, liabilities, and sources of income

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STARTING THE FINANCIAL PLANNING PROCESS

Thinking that an ongoing financial planning relationship is the best fit for you? Click these links to better understand the process specific to the financial planning relationship and some of the features of the account aggregating and planning software (Personal Financial View) that you’ll have access to. Our introductory meetings include a more detailed overview of this information.

Financial Planning Process

PFV (Safe and Secure)

If you have any other questions about financial planning, visit our FAQ’s section, schedule an introductory conversation with our team, or send us an email through Contact Us.