Financial Planning

Independent of our Wealth Management Services, we are able to offer Financial Planning.  It is not a requirement to have your investment accounts with us to utilize this service. 

Overall Financial Life-Annual Subscription

  • Review and analysis meetings to document and visualize your full financial picture
  • Risk Analysis: Identify your preferred risk tolerance and asset allocation and compare it to your actual current allocations.
  • Online portal that aggregates all your current accounts in one convenient location
  • Ongoing comprehensive examination of complications that could challenge the preservation of your financial security
  • Preparation of an annual Balance Sheet

Risk Tolerance Review-Hourly Fee

  • Identify risk tolerance score
  • Analysis of current asset allocation
  • Identify difference between risk tolerance and current risk taken
  • Suggest possible solutions 

Retirement Planning-Hourly Fee

  • Identifying, prioritizing and aligning your retirement goals with your budget and fiancial plan
  • Prepare a retirement plan that meets your goals
  • Review of cash flows and contributions
  • Identify and anticipate complications that can derail success
  • Beneficiary review

Estate and Legacy Review-Hourly Fee

  • Review your your current Estate Plan and documents
  • Review of Asset titling
  • Review of Beneficiaries
  • Guidance on appropriate actions after the death of a loved one
  • Philanthropic planning to perpetuate your legacy and foster your passions

LTC and Life Insurance Review-Hourly Fee

  • Review of current Long-Term healthcare strategy
  • Reivew of current Life Insurance strategy
  • Guidance on planned and unplanned life changes
  • Review of possible asset protection strategies
  • Solutions to help meet your needs for disability and life insurance protection