Financial Planning

Financial Planning is a collaboration between the planner and client.  It requires the client to be open and transparent about their finances so we can fully and appropriately make our recommendations.  The communication allows us to adjust the financial plan as our clients' needs and wants change.

Our service includes an annual review, as well as different tasks related to investments, taxes, estate planning, retirement, and educational events.  You can click Client-Service-Calendar-v2023.pdf to receive our service schedule.

We charge an onboarding fee to reflect the amount of time to bring a client onboard and to ensure our new clients are engaged in the process. Financial planning is inherently collaborative and we require a considerable amount of data before we can understand our client's financial position and goals.  Without client engagement, the process cannot proceed.