Financial Planning

1. Initial Meeting

Fact gathering deep dive
Outline goals and objectives
Define scope of engagement and timeline
Discuss fee options

2. Goal Setting + Software Setup

Define near horizon and long-term goals
Link accounts to eMoney software
Examine spending and cash flow
Risk assessment
Payment due

3. Final Presentation

Provide recommendations and guidance on implementation

4. Execution

Account(s) setup
Trade execution

Package Options

Starter

Starter

Devise a financial strategy & set financial goals
Formulate a 5-year cash flow and savings projection
Review retirement account contributions (IRA & Roth)
Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
Review and select employee benefits & assess supplemental coverage needs

Essentials

Essentials

Everything from Starter package plus:

Investment portfolio analysis, blueprint, and recommendations
Year-end tax planning & savings strategies
Stock options strategy and stock plan optimization
Explore Traditional versus Roth contribution, evaluating benefits
College funding
Insurance planning (Life, Disability, Long-term care)
Assistance with major life purchases (i.e. home buying help)
Review custodial account contributions

Advanced

Advanced

Everything from Essentials package plus:

Tax coordination meeting with your CPA
Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
Retirement income forecasting and planning
Concentrated stock strategies & liquidation
Estate planning review - updating documents and beneficiaries as needed
Budget analysis (spending by category, spending history, budget establishment)
Roth IRA Conversion analysis
Annual gifting & charitable contributions

Topic-Specific Help

Topic-Specific Help

Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described does not apply to you.

Request An Appointment