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
Traditional financial planning tends to cover only money-related topics. While analyzing your income, cash flow, investments and taxes is important, what typically gets left out is you.
The numbers won't matter if your plan fails to take into account your key values and life goals.
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-yourself and just want advice on a project basis,
I've got you covered.
Comprehensive Financial Planning
We'll look at each aspect of your finances over three to four in-person and/or virtual meetings to make sure you're not overwhelmed by information, with a special focus on the most relevant and timely topics to you.
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
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 deciding the top priorities
Phase 3: Envision and Take Action
Recommend and implement investments, including individual accounts and small-business retirement plans
Review your action plan and timeline
Organize documents in financial life organizer
Bring it all together with a one-page plan summary and progress report
Phase 2: Clarify and Plan
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: Monitor Progress
To keep you on track, we'll meet and touch base throughout the year to:
Keep track of milestones
Update and refine your plan
Monitor and celebrate your progress
- Provide support through life's transitions
- Address new financial topics and concerns
Financial Topics We Might Explore
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The fee for the initial comprehensive financial planning engagement starts at $3,500, based on your income and assets. 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.
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.
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.