Financial Planning Services

Option 1

Financial
Review

Best for understanding your current personal financial situation

  • Financial plan creation – compile your pertinent financial information into a professional financial report
  • Tax Return Analysis – review your tax return for understanding of your tax strategy with goal to generally improve tax strategy

Includes 1 meeting with your financial advisor. All implementation is self‐directed.

 

Option 2

Personalized Financial Strategy

Best for a high-level analysis of a specific planning priority

  • Extensive review of one area of your financial life
  • Examples include one of the following:
    • Retirement planning – Estate planning
    • Tax planning – Cash Flow management
    • Investment Analysis – Risk management

Includes 2 meeting with your financial advisor. All implementation is self‐directed.

 

Option 3

Comprehensive
Financial Planning

Best for a high-level analysis of multiple planning priorities

  • Continuous access to your financial advisor
  • Analysis and implementation of multiple financial planning priorities
  • Focus on connecting your goals and values with your money

Includes 4‐5 in-person meetings, unlimited virtual meetings, phone calls, and email, with a financial advisor. Implementation assistance from the advisor.