In a Full Financial Planning Relationship, we work with you on an ongoing long-term basis to use your financial resources to define and achieve your life goals.
Determining where you are vs. your long-term goals – both for timing and financial resources needed.
Show you potential trade-offs involved in achieving your goals – these can be surprising!
Working with you to define and implement the steps needed to achieve your goals.
Monitoring your progress and updating your plan as your goals change.
Full Financial Planning is best for:
Clients who have assets > $1,000,000 and are anticipating and planning for major life changes and have important financial decisions to make.
Clients who no longer have the time or inclination to manage their assets as they have grown and want to delegate some of those duties.
Clients who want to work with an advisor who does not sell any products, receive any commissions, or third-party compensation.
How does it work?
Before you engage me you will have the opportunity to meet with me to discuss your situation and review the financial planning process.
If we both feel that there is a fit I will prepare and send to you a Letter of Engagement for Full Financial Planning.
We will meet several times during the first few months to complete the initial plan usually every 4-6 weeks during the 1st few months.
The meetings will cover topics including: • Data Gathering and Goal Setting
• Review of your current situation and ‘What-If” Scenarios
• Investment Review and Recommendations
• Review of Plan Action Items and Implementation Schedule
After the initial plan is completed, we will meet on an as needed basis, but at least annually to review your progress, and update your plan as necessary.
We will also update your investment, insurance, estate, and cash flow plans on a periodic basis as your life progresses and changes.
Take our New Client Assessment and see if we can help you.