All Fees are determined by the services provided.
Developing your financial plan begins with getting to know what is important for you in life – what you value. We will discuss your life goals and future expectations. With you, we will develop a picture of the future you envision together with a general overview of what it will take to provide the financial wherewithall to support you in realising those goals.
My next step is to review all of the relevant information about your financial life, including but not necessarily limited to, your income and expenditures, all investments and available assets, options, all current insurance documents, a review of current and potential risk exposure, copies of any powers of attorney, wills, and health care proxies.
Following a thorough review of the above items and further conversation and discussion with you, I will then provide you with an analysis and recommendations directly pertinent to your stated life goals and intentions. Included in this analysis will be the identification of potential risks to achieving your goals as well as strategies you could employ to mitigate these risks
If you only need a plan for one ‘segment’ or ‘module’ of your financial life this too can be arranged.
Fees will depend on the factors noted above and estimated required time, all of which will be determined at our initial meetings.