There’s no minimum investment needed for financial planning work.
Full Financial Plan
The core of a good financial plan is a complete understanding of your financial picture. Next comes a coherent plan to help you meet your aspirations. A personalized plan will review—in detail—all key areas of financial planning. That means cash management and risk management. Taxation, financial independence, investments, and estate planning. The result is a plan that’s made only for you.
Financial Review
With a financial review, we’ll look at a few specific issues of your choosing. Are you saving enough? Could you help your children buy a home? How might poor health affect your long term financial life? Do you have what you need for retirement? Are there any spending issues? Is your investment strategy right for you? Do you have an estate plan? This work is quite a bit smaller in scope than a full financial plan, but it can answer some pressing questions.
Hourly Consultation
For a very limited look at one or two issues, we also offer hourly planning. We require a minimum of three hours at our current hourly rate.
Investment Management
We offer Investment Management together with an annual financial planning retainer, not as a stand-alone service.
I can analyze and re-build an existing portfolio, or help you invest from scratch. I use a combination of open and closed end mutual funds, individual bonds, ETFs, and other investment options.
The key to your portfolio design is your particular set of financial goals or aspirations. Portfolios are designed to meet these aspirations through the use of asset allocation that gives you the best possible return for the amount of risk you can accept. Your portfolio is succeeding when you find you’re meeting your aspirations.
My job is to help you meet your goals. It’s not to create maximum returns. These returns are achieved through thoughtful and timely rebalancing, rather than chasing after trading profits.
Click here for a complete listing of our planning and investment management services (PDF):
Services and Fees Brochure
Click here for our Client Engagement Standards document (PDF):
Client Engagement Standards
For 101 things we do for you (PDF), click here:
101 Things We Can Do For You
