Financial Planning

We also conduct financial planning services outside of investment management. This includes meeting with our client to generate a customized retirement income strategy . For example, some clients want to know how much they need to save for retirement. Some want to know if they are able to travel as much as they want or afford that vacation home.  Some clients want to know how they can start investing for their child’s education.

This process is first about gathering data and setting goals (We use financial planning program MoneyGuidePro and their various tools including this Financial Plan Worksheet to help with this process).

We will identify the strengths and weaknesses and finally come up with a plan of action.  For asset management clients, we do not charge for this. For clients that we do not manage assets for this is  billed on an hourly basis at $150/hr.