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Planning and Financial Coaching

Financial Planning

In the words of Yogi Berra, of the New York Yankees, “If you don’t know where you are going, you’ll end up someplace else”. Putting together a financial plan is the process of designing a roadmap to get where you are going, planning your financial future so you end up where you intended.   

Through the planning process, we gather all your financial data and discuss your goals, financial and otherwise.  It is our belief that money impacts every decision we make so financial planning is life planning.   

Some of your financial goals may include college savings, retirement planning, starting a business, caring for aging parents or special needs children.   Through working together on your goals, we develop the plan to get you where you want to go. We also discuss the risks to your plan.  What if life doesn’t go as we hoped?  We help you plan for the certainty of uncertainty.

Our financial plans are done for a flat fee.  We provide a quote at our complimentary initial consultation, once we determine the complexity of your situation.  Our plans range from $750 - $2000 for a comprehensive financial plan.

Financial Coaching

Sometimes clients need help that requires ongoing accountability and support. For example, developing a budget can be overwhelming for someone who hasn’t done it before. We set up a coaching relationship for a fee, whereby we schedule a monthly call to talk through such financial questions as budgeting, debt reduction, savings or credit.