Comprehensive Financial Planning
Let's be honest, you have a lot more going on than just saving for retirement, and figuring out how your choices affect the rest of your life can be complicated. My clients and I work together on identifying values and setting goals before we even begin talking investments. A financial plan grows and changes as you do, as is updated accordingly.
A financial plan is unique to each individual or family, but includes plans for (but is not limited to):
- employee benefits
Hourly / Project-based
Perhaps you aren't ready for a full financial plan, but just need some questions answered, I can quote you an hourly rate.