Comprehensive Financial Planning
Our Comprehensive Financial Planning service is designed to meet you where you are—understanding your personal goals, your cultural values, and what financial security means to you. We know that your journey might look different, and we’re here to support you every step of the way. Together, we’ll create a plan that evolves with your life and respects your unique background. Here are some of the key areas we’ll focus on as we work together.
Investment Management
Investing isn’t just about growth; it’s about aligning your money with what matters most to you. Through our Investment Management service, we’ll design an investment strategy that honors your values and supports your goals, helping you feel confident and connected to your financial future.
It’s All About Taking Simple, Confident Steps:
Getting Started:
We keep things clear and straightforward, with each step designed to build your confidence and lay the foundation for a plan that aligns with your goals. You’ll feel supported and informed throughout the process.
The First Step
The Guided Path
Introductory Call
We begin with a free introductory call to get to know each other and quickly assess your needs and confirm that our approach will best support your goals.
Discovery Meeting
Next, we’ll explore your life goals, financial priorities, and answer any specific questions you may have to ensure that our work aligns with your vision.
Plan Development
Guided by your vision, we’ll dive deeper into your financial details, analyze your current situation, and build a plan that reflects your goals and aspirations.
Plan Delivery
Finally, we’ll walk you through every aspect of your plan, ensuring you understand how each recommendation aligns with your life goals and financial priorities.
Implementation & Ongoing Support:
For ongoing clients, our work together continues. As your ongoing financial planner, we’ll actively support you through the implementation process. We’ll be here to guide you throughout the year in three key ways:
The Guided Path
Bi-Annual Meetings
Every six months, we’ll meet to review your financial plan, track your progress, and make any necessary adjustments to ensure you’re on track to meet your goals. We’ll also review your investment portfolio to ensure it's still aligned with your financial objectives.
Ad-Hoc Meetings
Life changes, and when it does, we’re here to help. We can schedule additional meetings as needed to address new challenges or opportunities that arise, ensuring that your financial plan and investments stay relevant and responsive to your evolving needs.
Behind-the-Scenes Support
Throughout the year, we’re continuously working on your behalf. This includes monitoring your investment portfolio, reviewing financial trends, and staying on top of any changes that could impact your plan, all while keeping you informed and ready to act when needed.
Pricing
We offer two simple plans for our Comprehensive Financial Planning services to provide flexibility based on your preferred level of support and engagement:
The First Step
Plan
- How It Works: This option provides a roadmap tailored to your goals, giving you the independence to implement it on your own.
- Best Suited For: Those who are looking for foundational guidance without the need for ongoing support.
- Why It Matters: This option provides an entry point for you to begin your financial journey confidently.
The Guided Path
Plan
- How It Works: This option provides a roadmap tailored to your goals combined with ongoing support, hands-on implementation, and accountability creating a path for long-term success. We’ll collaborate closely, refining the plan as needed, and celebrating each milestone along the way.
- Best Suited For: Those who value ongoing, expert guidance to navigate life's changes, shifting rules and regulations, and the complexities of plan implementation.
- Why It Matters: With consistent support, we help you stay focused and organized, so you can dedicate more time to the things that matter most: your family, career, and personal life.
Pricing
Investment Management is available to clients in The Guided Path plan.
Investment Management
- How It Works: We’ll manage your investments, providing regular monitoring and adjustments to keep your portfolio aligned with your goals.
- Best Suited For: Those who want to take a more strategic, hands-off approach to investing, knowing their money is being managed professionally.
- Why It Matters: By adding investment management to our financial planning services, we provide a unified strategy ensuring that your investments, taxes, insurance, and retirement goals are all working together. When all aspects are aligned, you have even more confidence, clarity, and control over your wealth.
