After a free initial consultation, the scope of our engagement
is determined. We offer the following services.
Comprehensive Financial Planning
We emphasize a holistic approach to financial planning and consider all
aspects of your life before preparing your customized comprehensive
Time-constrained Financial Checkup
If your financial affairs are not too complex, this would be the most
cost-effective way of addressing your top-priority financial concerns and
goals. The deliverable of this service is a financial checkup report (2 to 3
pages) of the strengths and weaknesses of your financial condition, along
with some recommendations for reaching your specified goals.
We will review your investment portfolio (employer-sponsored retirement
plans, IRAs, brokerage accounts, etc.) in the context of your investment
objectives. The deliverable is a detailed list of recommendations required
to build a prudent portfolio with low investment expenses and
appropriate to your investment objectives and risk tolerance.
Customized Financial Coaching and Education
We provide customized financial coaching and education to individuals and
families, as well as to small groups who have a similar financial profile.
First we focus on motivating you to learn; then we customize the subject
matter to fit your needs.
After an initial project, if you decide to have an ongoing advisor-client
relationship, we will monitor and evaluate your progress towards your
goals. We will make investment and other financial recommendations
based on the changing macroeconomic conditions, your personal
circumstances and your goals.
Financial Planning Services
Popular Discussion Topics
- Paying off the mortgage