Our advice relationship begins with your story. We need to understand where you are today before we solve ‘how do we get to where we want to be’. We’ll help you organize all things financial. From there, we’ll do a careful review and analysis, ultimately allowing us to create an action plan tailored to your unique situation. Along the way we want to educate and empower you with the confidence to make future financial decisions. Here’s what to expect.
We offer the following two solutions:
One-Time Financial Planning
What you can expect:
- Explore any planning topics through our defined process
- Access to planning tools
- Personalized summary of advice recommendations and action item report
- Links to relevant educational material
- Engagement period 2-4 months (concludes after a 30-day checkup to see how implementation is going)
Most suitable for:
DIY investors simply looking for a partner to ‘look over my shoulder’
- Young professionals, in the accumulation phase of their financial lives
- Someone who has identified a single planning topic need
Your Investment:
On average, between $3,000 - $4,500, however it can range from $1,500 - $10,000. The fee is determined based on complexity, estimated time, research, and resources required, and will be agreed upon in advance.
FFP collects a portion of the fee in advance with the remainder due upon completion of the services.
Ongoing Financial Planning
What you can expect:
Explore all planning topics through our defined process
- Access to planning tools
- Personalized summary of advice recommendations and action item report
- Links to relevant educational material
- Year-round engagement (three formal meetings – beginning of year, early summer, and late fall)
- Unlimited communication via email, phone, and text
Most suitable for:
Someone looking for a partner that will be with them every step of the way
Someone who values the ability to communicate with their expert advisor throughout the year
Your Investment:
On average, $6,000, however it can range from $4,500 - $12,000. The fee is determined based on complexity, estimated time, research, and resources required, and will be agreed upon in advance.
FFP collects a portion of the fee in advance with the remainder paid quarterly.
Planning Topics:
Goal Planning – We’ll help set, define, and strategize specific financial objectives you want to achieve short, mid, and long term.
Cash Flow & Debt Management – We’ll analyze your cash inflows and outflows to ensure we can meet financial goals.
Risk Management – We’ll identify, assess, and prioritize potential risks that could negatively impact your financial well-being. We’ll strategize how best to minimize, transfer, or mitigate these risks.
Retirement Planning – We’ll strategize a smooth transition with financial stability to sustain your desired lifestyle, anticipate future costs, and ensure that savings and investments are managed effectively.
Investment Strategy – We’ll position your investment portfolio to optimize returns, manage risks, and ensure your goals are met within a particular timeframe.
Tax Planning – We’ll create a strategy for efficiently minimizing tax liability over one’s lifetime.
Estate Planning – We’ll strategize the transfer of wealth upon death or incapacitation. Making sure your wishes are fulfilled while also addressing financial efficiency to reduce taxes and expenses for beneficiaries.