Financial Planning
Financial Plan Development:
Receive a detailed personal financial plan with easy to understand recommendations and action steps, written and explained to you in plain English. This service includes:
Implementation and Monitoring (Financial Coaching):
Get assistance with implementing the recommendations included in your financial plan, including help with identification and engagement of other professionals necessary to your financial planning team. You'll receive:
Please note: Coaching services are available to Financial Plan Development clients only.
Financial Planning & Money Management Workshops:
Attend a financial planning or money management workshop as an individual or couple. The workshop includes:
Receive a detailed personal financial plan with easy to understand recommendations and action steps, written and explained to you in plain English. This service includes:
- A 30 minute initial consultation either in person, over the phone or via Skype.
- A 90 minute follow-up meeting to deliver the planning recommendations, either in person, via Skype, or JoinMe.
Implementation and Monitoring (Financial Coaching):
Get assistance with implementing the recommendations included in your financial plan, including help with identification and engagement of other professionals necessary to your financial planning team. You'll receive:
- A 30 minute follow-up call in 30 days, to discuss short-term implementation progress.
- A 30-60 minute follow-up meeting every month (as requested), to ensure you're on track to meet your goals.
- Unlimited email support to help address any questions or concerns.
- A CFP® who you can reach out to as your situation changes.
Please note: Coaching services are available to Financial Plan Development clients only.
Financial Planning & Money Management Workshops:
Attend a financial planning or money management workshop as an individual or couple. The workshop includes:
- A 3-hour financial planning workshop focused on personal financial goal development, and fundamental strategies for budgeting, saving for retirement, and building wealth.
- The opportunity to submit questions in advance that will be addressed throughout the session.
- A 30 minute follow-up coaching session over the phone or via Skype.
Not sure these services are right for you? Try our Financial Quick Check, or get answers to your FAQs on financial planning.