COMPREHENSIVE FINANCIAL PLANNING
Maybe you know exactly what you want in life.
Maybe you don’t.
If you are clear in your goals, we want to help guide you on your specific path.
If not, we’re ready to help create them.
Our comprehensive financial planning process focuses on you
First, we listen to what makes you uniquely you.
What do you want your money to do for you? We ask questions to understand your financial history, your values, where you came from, and where you are going.
We then focus on your goals.
What goals do you want to accomplish? From the long-term goals of retirement to that week-long vacation, nothing is too small. Together we will help give vision to your goals, so we can actively take steps to achieve them.
Finally, we use your goals to develop a plan that is just right for you.
We will delve into every aspect of your financial profile to ensure you’re properly covered from all angles. This will be an on-going relationship. If something comes up unexpectedly, don’t worry – Focused Up Financial will be there through it all. Our goal is to help you succeed at your finances and your life.
Working Together
3-6 Meetings (1st Year), which we cover:
INVESTMENTS
INSURANCE
TAX PLANNING
TAX PREP
RETIREMENT
ESTATE PLANNING
IF NEEDED:
COLLEGE PLANNING
HAVING A BABY
BUDGETING & DEBT
HOME PURCHASES
Fee
As fee-only advisors, when we work together you can be assured that the fee we charge is the only one you'll pay. There are no hidden fees, ever.
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An upfront fee of $500.
AND
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Ongoing monthly fee based upon one percent (1.00%) of your gross income plus one-half of one percent (0.50%) of your net worth, beginning at $250/month.
