Financial Planning Services
We offer fee-only comprehensive financial planning, retirement planning and other types of modular financial planning services where clients pick and choose which financial planning issues they need help with.
This service option often appeals to "do-it-your-selfers" who simply want a check-up to make sure they are doing the right things to prepare for retirement, have enough of the right types of insurance to protect them if "life happens", need help deciding whether they should pay off their mortgage, refinance or downsize, or want to make sure that their current portfolio allocations make sense. They have the time and enjoy doing their own investments and are comfortable with a buy and hold investment strategy.
We meet with you on a complementary basis so that we can both determine if there is a good fit. We then give you a fixed fee quote for the financial planning issues or questions you want help with.
The fixed fee is calculated based on the anticipated hours to complete the project.