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Life-Focused Financial Planning

Let me help you rewrite your money story. If you're like most people, your financial decisions are informed by your past. That's where my planning process begins, followed by identifying your life goals and reframing how you think about your finances. From there, we'll work together to connect your money to your life and develop a plan of action aligned to what's most important to you.

Why Take a Life-Focused Approach to
Financial Planning?

Traditional financial planning tends to cover only money-related topics. While analyzing your cash flow, investments, taxes and retirement readiness is important, what typically gets left out is you.

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The numbers won't matter if your plan fails to take into account your key values and life goals.

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While we'll definitely do a deep dive into your finances, my approach begins by helping you focus on the "why" behind your money.

Flexible Planning Options Based on Your Needs 

 

Whether you're interested in an ongoing and comprehensive financial planning engagement or you're a do-it-yourselfer just wanting advice on a project basis,

I've got you covered.

Comprehensive Financial Planning

 

We'll look at each aspect of your values, goals and finances over four in-person and/or virtual meetings to make sure you're not overwhelmed by information. During the initial engagement, we'll prioritize and focus on the most relevant and timely topics to you.

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And because life happens and your needs change, this ongoing financial planning engagement is designed to keep you on track. It includes annual goal-setting and progress reviews, financial plan updates, support through life's big changes, investment management and advice as needed. 

Phase 1: Explore and Engage​

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  • Focus on your life values and top financial goals

  • Create your statement of financial purpose

  • Review and analyze your financial data

  • Analyze your cash flow, savings, investments, business or work benefits, insurance and taxes

  • Explore areas for improvement and engage in determining your top priorities

Phase 3: Envision and Take Action​

 

  • Envision your ideal financial situation based on your life values

  • Align cash flow, tax, retirement, insurance and investment strategies with your vision

  • Determine and prioritize your short- and long-term action items that will help you move towards achieving your vision

Phase 2: Clarify and Plan​

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  • Discuss your expectations and concerns 

  • Clarify how your current situation might affect your long-term and retirement goals

  • Identify planning obstacles to overcome in your life and with your business

  • Model various timing, cash flow, savings and tax scenarios to improve your plan

Phase 4: Plan Delivery

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  • Present financial planning deliverables organized into a bound financial life organizer 

  • Review your financial action plan and timeline

  • Discuss how to implement financial recommendations

  • Continue to touch base throughout the year to monitor and celebrate your progress

Financial Topics We Might Explore

 Pricing

The fee for the initial comprehensive financial planning engagement starts at $3,500, based on your income, assets and overall complexity. You can choose monthly or quarterly payments. After the first year, you have the option to renew our planning engagement for an ongoing annual fee. ​

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Financial planning is included for clients with $350,000+ in investable assets for an annual asset-based fee between 0.60% - 1.25% of the total account balance.

Hourly Financial Planning

Project-Based Financial Planning

If you're looking for advice on a specific topic like choosing asset allocations in your 401(k) plan, an analysis of your stock options or which retirement plan is best for your small business (to name a few), we can work together on a project basis.

Schedule an introductory call with me for an estimate on the number of hours needed to address your financial topic at my firm's hourly rate.

Pricing

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