How We Can Work Together
Financial Check Up
- Do-It-Yourself who wants a professional opinion to make sure you’re on the right track
- You need help with a specific financial planning issue, but are not looking for a comprehensive plan
- Recent graduate who wants to know what focus items will set the foundation for a bright financial future.
Financial Planning
- Life is more complex than it used to be. You need a financial plan and ongoing guidance on a variety of topics.
- You are a working professional with most retirement assets in your employer plan, but are starting to experience more complexity in other areas of your financial life.
- Typically Early to Mid-Career.
Investment & Financial Planning
- Successful professional that needs financial planning guidance and to delegate investment management.
- Nearing or already in retirement; in need of full service financial advising and planning for the crucial next stage of your life.
- Typical Profile: Mid – Late Career.
Financial Check Up
Financial Check Up
Who is this for?
- DIY that want to know they are on the right track
- Life Event: Recent or Upcoming
- One Off Projects/Analysis
Includes:
- One Time Planning Fee
- Meetings: 2
- Discovery Meeting
- Game Plan Meeting
- Balance Sheet Review
- Cash Flow Analysis
- Key Financial Metrics
- Personalized Recommendations
Investment: $1,000
Financial Planning
Investment & Financial Planning Service