Financial Planning
Project Based Financial Planning
Similar to how you may work with an accountant or contractor, project based financial planning is billed by services delivered. There is no membership or ongoing cost. It is a tailored process to address the needs of your financial life. Pricing reflects the complexity, and each project will be treated as a separate service delivery. For financial planning down the road, we recommend annual Financial Check-Ups.
Project Based Financial Planning
Cost estimates vary by complexity and can range from $1,000 to $5,000.
Most financial planning projects are from $1,500 to $4,000.
Financial Check-Ups and smaller projects are billed hourly.
Project based financial planning will provide you with a documented plan to improve your finances. The customized plan will outline steps to take going forward to optimize your financial future.
Project Based Financial Planning – What to Expect
Optional – Initial Chat:
We invite you to give us a call or schedule a 15-minute call to answer your questions and learn about our services to see if we are a good fit.
Step 1
Get-Acquainted Meeting
Contact us directly to set up an in-person or virtual conversation where you’ll let us know what you’re looking for, and we’ll share more about our services and our approach. To guide this conversation, we will ask you to fill out and submit a confidential questionnaire prior to our meeting. There are no fees and no obligations for this introductory meeting. After this meeting, if we’re a good fit to partner together you will receive a cost estimate for your project based financial plan.
Step 2
Gathering Information
To create your financial plan and analyze your objectives we will likely need additional information. We will outline what is needed based on your objectives. Protecting your information is a priority. Please follow our emailed instructions for secure document submission.
STEP 3:
Explore Possibilities Meeting
As we review and process your information we will meet to clarify information and explore your financial values and goals. With this information, we will begin to craft strategies for unique situation. Depending on individual circumstances, this meeting may take place virtually or in-person.
STEP 4:
Plan Creation
At this point we’ll look at your situation closely and determine how best to achieve your goals and objectives. We’ll analyze your options and opportunities, creating a final report including our observations and an action plan for you to align your finances with your aspirations.
STEP 5:
Plan Presentation Meeting
Together, we’ll go over our observations, financial plan and specific action steps. You’ll be able to ask any clarifying questions, and we’ll be available for questions as you implement the different elements of your plan. We recommend you promptly implement your plan and start checking off items from your financial to-do-list without delay. Payment of the financial planning service fee is due at this time.
STEP 6:
Financial Check-Ups
As an established client, we recommend a financial checkup every 12 months or when something substantial changes in your life. Think of a financial checkup as a shortened version of the above process, which is billed at our hourly rate. Financial Check-Ups are a valuable time to monitor progress and make adjustments as needed.