Fee-Based Financial Planning
When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.
We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we’ll let you know upfront about that, too.
Under this fee structure, your advisor will act as a fiduciary, so they have a legal and moral responsibility to place your interests first. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.
If it makes sense for you, your advisor’s role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.
Making smart decisions about your wealth, whether you want to grow it, protect it or both, starts with a broader perspective and sound thinking. Here’s our unique way of thinking when it comes to helping you make important financial decisions.
Reach your new level of financial confidence
We approach financial planning differently. Not only can we help you grow your money, but also help protect everything you’ve worked so hard for—so your finances can take you further.
The planning process consists of four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
- Protection strategies
- Wealth accumulation
- Managing tax strategies
- Optimizing retirement
- Leaving a legacy
- Charitable planning
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
✓ Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
✓ Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
✓ Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.