Financial Planning

What We Do

Ongoing Comprehensive Financial Planning Project-Based (One-Time) Financial Plan

Ongoing Comprehensive Financial Planning

Ongoing Comprehensive Financial Planning may include the following (where applicable):

*We recommend you consult a qualified professional (e.g., estate attorney, tax professional) before initiating a tax planning and/or estate planning strategy.

One-Time (Project-Based) Financial Plan

A One-Time (Project-Based) Financial Plan engagement may take four or more months depending on the type of engagement and complexity.

Engagements may take longer subject to advisor and client availability, as well as client progress on action items.
An One-Time Financial Plan engagement may include the phases below:
The timeline below is for illustration purposes. Your financial planning engagement may have fewer or more steps. Your Financial Planning Proposal will specify the phases for your engagement.

Introductory Meeting
- Complimentary introductory meeting.
Data Gathering
- Gather the data needed to assess your financial circumstances.
Goal brainstorming Meeting
- 60 minute meeting.
- Validate, clarify and/or update data gathered so far.
- Identify and clarify your needs, financial goals, and aspirations.
Investments Review Meeting
- 60 minute meeting.
- We’ll review and and advise on your RSUs, Stock Options, and company stock.
- We review and advise on your existing investments relative to your financial goals, time horizon, and risk profile.
Plan Development
- We’ll build a snapshot of your financial circumstances.
- We’ll analyze your current course of action versus alternative options.
- We’ll make recommendations.
- We’ll prepare a written Financial Plan encapsulating the above.
Plan Presentation*
- 60-Minute Financial Plan Presentation meeting*
- Overview of findings and recommendations.
- You’ll receive a copy of the Financial Plan with action items for implementation on your own
- *The end of the Plan Presentation meeting concludes the engagement. After this meeting, additional support or assistance is available for an hourly fee.

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