Objective planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.
The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources, and the financial decisions you need to consider. Whether it is concentrating on a single issue or taking a comprehensive look into your financial life, we have the objective financial planning resources for your changing needs and emerging priorities.
Financial planning engagements can be structured as a flat fee or hourly billing as your needs prescribe. A complimentary initial consultation is always available where we discuss your individual situation, the scope of the financial planning project, and associated costs to implement your plan. All of our financial planning clients receive one year of access to our WealthVision™ technology, offered through LPL Financial, as part of the completed financial plan.