The 360° Approach
Your finances don’t end with your investments and neither does our service.
Investment management and financial planning in an all-in-one fee-only package: a customized portfolio, with primarily low cost index funds, designed to match your comfort level and needs. It’s a total understanding of your situation, goals and objectives. In the 360° approach we can help you put the whole financial puzzle together. Do you have a question about retirement? It’s covered. Tax planning? That’s covered, too. Loan vs. lease? You guessed it, that’s also covered. We are your sounding board and second opinion on any financial matter. We are available to answer any question to help you reach your goals in the most efficient manner possible… and yes, it’s all covered.
Comprehensive Financial Planning
A unique plan that serves as the foundation to strengthen your financial life.
This process begins with your current financial snapshot. We work with you to determine how best to fortify your finances, reach your goals, and protect you from the unexpected. The comprehensive financial plan provides you with different options and realistic strategies that you feel comfortable implementing. There is also a timeline and checklists to create accountability, ensuring all agreed upon steps are taken in a timely manner. Your financial situation changes over time so we recommend an annual review to incorporate these and measure your progress.
A client-focused program designed to provide guidance for one specific topic.
The topics we cover in this package may include budgeting, saving for retirement or college, insurance, estate or tax planning, or limited investment advice. This includes a 60 to 90 minute appointment via phone, internet or in person – either at one of our offices, or even in your own home – for a discussion. A follow-up email is included with a one-page attachment with written recommendations so that you can take structured action immediately. 30 days of unlimited email for questions that arise in conjunction to the topic or situation addressed is included.