The financial planning journey begins when you identify areas requiring assistance. During our initial conversation, we ask some questions. After our initial conversation, we jointly decide on continuing to the next step.
You do not need to be an investment management client with us to take advantage of this service.
We ask that you complete a questionnaire and spending worksheet prior to our first meeting. Once received, we set a date for the “get acquainted” meeting – offered at no charge. We will provide an updated estimate of the cost of the project at the end of the meeting. A written proposal of the project outlining the plan output will be sent with a list of additional documents we may need to prepare the plan.
Financial Planning areas might include but are not limited to:
Included in your financial plan will be a list of Next Steps to implement the alternatives you select. Financial Connections has a vested interest in your success implementing your plan. Not everyone is comfortable executing the plan on their own. If you would like us to help, let us know and we will quote you a fixed fee for assistance.
Financial Connections can fill the role of your chief financial consultant. Finances cover a range of professions. We can serve as the conduit to help keep the activities moving in the same direction toward the goals in your financial plan.
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No Hidden Costs. No Referral Fees. No Commissions.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.Download the fee schedule Download Disclosure Form ADV Part 2