Financial Planning
For one-time planning needs such as determining your retirement readiness, investing for a child's education, or optimizing your employer-sponsored retirement account, we offer our services at any hourly rate. Whether you are in the early stages or the late stages of accumulating wealth, we can put together a plan of action to help guide you on on the way to achieving your goals.
Our financial planning services are organized into the following packages:
The retirement readiness package (2-5 hours):
For pre-retirees who are would like to know if they are on track to retire in the next 10-15 years. Includes the following-
-
Consolidated account allocation analysis
-
Projection of potential income available from investments
-
Recommended savings plan to meet retirement goals
The 401k Tune-up (1 Hour):
For savers investing in an employer-sponsored retirement savings plan, such as a 401k, who need advice on properly setting up and maintaining their accounts. This is one of our specialties. Includes-
-
A goals and risk assessment
-
Portfolio Fee Analysis
-
Our investment recommendations for your account
The send my kids to college package (2-3 hours):
For parents who need advice on setting up an education fund for their children. Includes the following-
-
A savings and investing plan
-
Advice on selecting an optimal investment program
An educational primer on saving and investing (1 Hour):
For new investors who need a little advice on where to start. This offering is especially beneficial for recent graduates and early career professionals. Includes-
-
Learning tools for personal financial management and saving
-
A beginners guide to the stock market
-
Our recommendations on how to set up a basic starting portfolio
Financial Planning Fee's: $150/hr