Financial Planning

At Sustainvest Asset Management, we also can conduct general financial planning services outside of investment management. This includes several meetings with our client to generate a written plan of action with specific investment recommendations. For example, some clients want to know how much they need to save for retirement and how to get there. Some clients want to know how they start investing for a 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).

Then we will identify the strengths and weaknesses and finally come up with a plan of action.  This is generally billed on an hourly basis at $150/hr., unless Sustainvest Asset Management’s investment management services are used.