Financial Planning Services
Our Services
Our fiduciary approach to financial planning and wealth management addresses your entire financial picture, from day-to-day financial management to cash flow, investment management and long-term planning. Together, we’ll go through our new-client onboarding process, which helps us understand your current financial state, identify your objectives, and establish straightforward strategies to get you closer to your goals.
We are paid via a percentage of the assets we manage for you, with the highest rate set at 1% annually. Our fee covers all services described on this page. To learn more, view our annual fee schedule.
- We do not currently offer one-time financial plans or hourly advice. If you prefer this type of engagement, a great next step is to visit letsmakeaplan.org and search for a CERTIFIED FINANCIAL PLANNER™ in your area who offers the services you're seeking.
Day-to-Day Financial Management
The first piece of the financial planning puzzle is gaining an understanding of your day-to-day finances and money habits.
- Cash flow and savings analysis
- Budgeting support
- Employee benefits planning
Financial Planning & Goal Setting
One of the primary benefits of working with a financial advisor is having a trusted ally to help you set financial goals and achieve them.
- Risk management and insurance planning
- Real estate transaction support
- Retirement planning
- Tax and estate planning
- Charitable giving strategies
- Equity compensation (e.g., RSUs, stock options) strategies
Responsible Investment Management
We work with you to develop an investment strategy that you can stick to, even during those inevitable periods of discomfort.
- Target rate of return and risk tolerance assessment
- Investment policy statement development
- Asset allocation and investment selection
- Periodic rebalancing and ongoing risk management
- Tax management and distribution planning
Ready to take control of your financial future?
Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.
