Financial Planning Services
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.
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.
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.