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.
Financial planning is unique to each individual or family, but includes plans for (but is not limited to):
Fees are 1% of assets under management for accounts less than $1 million. A sliding scale applies for accounts over $1 million.
