Holistic Financial Planning

I work collaboratively with you to understand where you are financially today, where you would like to be financially both short-term and long-term, and together, we will create a plan to achieve your goals and objectives.

Cash Flow

Debt Management

Estate Planning

Investment Planning

Retirement Planning

Education Planning

Risk Management

Tax Planning

This service is for you if:

  • You feel more financially secure today and want to plan for the future.
  • You want a thorough analysis of your finances and want to explore multiple pathways to obtaining the financial future you want.
  • You want professional, unbiased help with prioritizing your financial obligations and creating an action plan.

What does it cost?

SET UP FEE

$950-4800 initial set up fee
For the majority of my clients, the initial setup fee will be between $950-$2450.

MONTHLY FEE

10% of initial set-up fee
This fee is set and will not change throughout the time we work together.

 

How does it work?

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TWELEVE MONTH PROCESS

TWELEVE MONTH PROCESS

The holistic financial planning process is twelve-month process and the written financial plan will be delivered to you within 90-days of the first meeting, followed by quarterly meetings during the implementation phase of the financial planning process.

DEFINE

DEFINE

We​ ​work together​ ​to ​clearly​ ​define​ your​ ​values -​ ​the​ ​things​ ​that​ ​you ​care​ ​most​ ​about​ ​in​ ​life. Values are the foundation of a holistic financial plan.

CLIENT PORTAL

CLIENT PORTAL

You ​will​ ​be​ ​granted​ ​secure​ ​access​ ​to​ ​your own ​client​ ​portal ​which​ ​allows​ ​you ​to​ ​aggregate​ all​ your​financial​ ​accounts​ ​in one​ ​centralized​ ​location and view your financial plan anytime from any device.

ANALYSIS

ANALYSIS

A comprehensive evaluation of your current and future financial state will be completed.

RECOMMENDATIONS

RECOMMENDATIONS

Beginning with your end goals in mind, I will create a list of recommendations to help you most efficiently achieve your personal financial goals and objectives.

ACTION STEPS

ACTION STEPS

We breathe life into the financial plan by helping you determine a pathway forward, and by identifying the activities required to implement the financial plan’s recommendations.

SUPPORT

SUPPORT

Through a series of reoccurring follow up meetings that will take place quarterly, I provide you with support, encouragement, and accountability during the implementation phase of the financial planning process. The majority of the meetings will take place virtually during time that is convenient for you.

Want to be able to do more?

Schedule an appointment and we can start planning for your future.