Our professional and business owner clients chose to delegate analysis and work in a collaborative relationship with a trusted advisor regarding all aspects of their financial life. These clients see Financial Planning as an opportunity to establish a long-term relationship that supports their financial lives in a thoughtful manner, lessening the burden of worry.
Our Financial Planning clients wish to address their money in a holistic way that includes lifestyle, investment management, protection, and estate planning issues.
Specific Financial Needs
Some of our clients have more limited or simple needs. They may have questions about specific issues or products that we can help establish or resolve.
For example, some clients maybe looking for specific financial guidance for issues such as:
- 401(k) rollovers
- Establishing Retirement Products
- Establishing Investment Products
- Insurance Planning
- Cash Flow Management Strategies
- Etc.
We will engage in an complimentary initial review to determine the scope of the engagement or questions.
Personal Financial Coaching
- 1 Initial Complimentary Consultation
- 4 Meetings per Year
- Unlimited Phone Calls & Emails
Monthly Subscription Fee $150 - $300
Resources:
eMoney Client Portal
- Online Education Suite
- Track, Test, and Measure Your Goals
- On Demand Financial Reports
- All in One Place Account Linking
- Secure Document Vault
- Expense Tracking
Currence Strategist App
- Cash Flow Management
Personal Planning Areas:
- Portfolio Analysis
- Cash Flow Management
- Employee Benefits Review
- Asset Allocation Review
- Protection Analysis
- Debt Analysis & reduction strategies
- Retirement Analysis/Plan
- College Funding Analysis/Plan
- Stock Option Analysis
- Tax Planning (in coordination with your accountant)
- Estate Planning (in coordination with your attorney)
Business Financial Coaching
- 1 Initial Complimentary Consultation
- 4 Meetings per Year
- Unlimited Phone Calls & Emails
Monthly Subscription Fee $200 - $400
Resources:
eMoney Client Portal
- Online Education Suite
- Track, Test, and Measure Your Goals
- On Demand Financial Reports
- All in One Place Account Linking
- Secure Document Vault
- Expense Tracking
Currence Strategist App
- Cash Flow Management
Personal & Business Planning Areas:
- Portfolio Analysis
- Cash Flow Management
- Employee Benefits Review
- Employee Retention Strategies
- Exit Planning
- Asset Allocation Review
- Protection Analysis
- Debt Analysis & reduction strategies
- Retirement Analysis/Plan
- College Funding Analysis/Plan
- Stock Option Analysis
- Tax Planning (in coordination with your accountant)
- Estate Planning (in coordination with your attorney)