Everything starts with a plan.
We know. You want to get back to Risk Modeling and Stress Testing.
Before all that, we need to develop a robust financial plan, based on:
Your goals, translated into lifetime cash flows
A comprehensive view of your financial landscape, including assets and liabilities
A deeper understanding of the trade-offs between income, spending and portfolio risk
(and much more)
How We Do It
Send Us Your Docs
We need it all. W-2s, statements, 4th grade report cards. Then we can start to assess your financial situation.
Setting Goals Together
What do you want most for your future? What are your family’s needs? We’ll dive in and explore these questions, as well as ask you the why behind them.
We’ll run multiple scenarios and go in-depth on projections to determine the best course of action.
We'll walk you through our findings, explain our recommendations, and answer any questions.
Fees for Making a Plan
As a fee-only financial firm, your interests are the top priority for us. We don’t sell products, so our only motivation is to do what’s best for you.
A comprehensive financial plan is typically $5,000
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A COMPREHENSIVE FINANCIAL PLAN FOR WHEN LIFE IS SO BUSY YOU CAN'T EVEN RUN A CASH FLOW PROJECTION.
Let us do the heavy lifting.