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Like ice cream and cake or hot dogs and ballgames, investment management and financial planning just go together. Experience has taught us one is not nearly as effective without the other.

Real financial planning isn’t about spreadsheets, calculators, and budgets. And it’s not just for people nearing retirement. Real financial planning is about helping you live the way you want to live, both today and in the future. It is about creating a framework to make sound and confident decisions. In short, financial planning is for everyone, regardless of age.

Are you frustrated and confused by the daily bombardment of news and opinions offered up by the mainstream media? If so, you are not alone. Our clients tell us that having a financial plan, as well as an advisor with whom to collaborate, creates a sense of calm and a beacon to keep them focused on what truly matters. They find value in not being on an island when making financial decisions.

Our simple process

Finding the Balance: Enjoying the present while being mindful of the future” entails three easy steps. Importantly, we do most of the work.

  • First, a 30-minute collaborative conversation with you over the phone or in person.
  • Next, we will ask you for a short list of readily available financial information, obtainable through an easy and secure upload from your desktop to our client portal.
  • Last, and most powerful, will be a meeting lasting roughly an hour where we present our findings and key recommendations to get you on the path to finding the balance and achieving your goals.

Going forward, we will have a framework from which to offer sound and specific advice, allowing you to make confident financial decisions as time goes on and your life circumstances change.

So what is the cost?

If you are an investment management client of ours, there is no additional cost to engage our financial planning services.

Otherwise, we charge a flat one-time fee of $1,000 for a financial plan. With this option, you will go through our “Finding the Balance” process and will have access to collaborate with a P&A advisor for one year.

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