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Financial Planning

By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.

Ongoing Financial Planning​

What, exactly, is Financial Planning?

Many life decisions are financial decisions and many financial decisions are life decisions.  By collaboratively working together on an ongoing basis, you can make these decisions more confidently.

This video answers that question as Robert takes you through our process and shows you the type of work we would do together.
financial planning meeting
Planning is more important than a plan. We will need to adjust along the way so you can Optimize retirement income, lower your taxes, improve your investments. While we start the relationship with a comprehensive financial plan, it’s out of date quickly and probably wrong to begin with given the guesses we have to make about an uncertain future.
That’s where our service calendar comes in. This systematic process helps you implement changes, stay ahead of deadlines, stay on top of your money and even allows you to proactively prepare for some transitions.
Financial Planning Client Service Calendar

Financial planning is more than just goals-based investing

Retirement Savings
Retirement income
withdrawal strategies
tax planning
risk management (investment)
legacy planning
company & government benefits
cash flow
net worth

Our Pricing

Ongoing Financial Planning costs between $5,000 and $12,000, depending on complexity, and generally includes an investment managment relationship since any investment fees offset the planning fee.  For example, let’s say a client has a planning fee of $5k.  If this client has over $500k managed, they will not pay any additional fee for financial planning.  A client with $400k managed would pay $1k to equal the planning fee.

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