Financial Planning
Our financial-planning work for clients ranges from comprehensive to very focused and from continuous to occasional.
Financial Planning As Part of a Retainer Relationship
We have a retainer relationship with clients who benefit from our highest level of service. For these clients we are available to answer questions at any time, and we are pro-active in helping clients progress towards goals. We often provide these planning services in conjunction with on-going investment management.
Financial Planning Within an Hourly Engagement
We work in one or more financial-planning areas under an hourly agreement, if a client has a situation of moderate to high complexity or is in the midst of or approaching an important life transition. We perform analyses using sophisticated software and meet two to four times with the client.
Financial Checkup
We provide basic financial education and planning advice to clients with specific questions and simple needs in a single 90-minute consultation. We cannot create a complete investment plan within that consultation.