Financial Planning

Financial Planning: What to Expect

The Ongoing Comprehensive Financial Planning engagement may include the above financial planning topics (where applicable).

*We recommend that you consult with a qualified professional (e.g., estate attorney, tax professional) before initiating a tax planning and/or estate planning strategy.

Project-Based (One Time) Financial Plan

A One-Time (Project-Based) Financial Plan engagement occurs over the course of three to four months.

  • Introductory Meeting
    • 30-minute complementary introductory meeting.
  • Data Polishing & Goal Brainstorming Meeting

    Month 1

    • 60 minute data polishing and brainstorming meeting.
    • Gather the data needed to assess your financial circumstances.
    • Identify and clarify your needs, financial goals, and aspirations.
  • Plan Development & Presentation

    Month 2

    • Plan development
    • 60-minute plan presentation meeting: Assessment of your financial circumstances. Personalized recommendations for how to achieve your goals, and action items you can implement on your own.
  • Implementation Q&A*

    Month 3

    • 60-minute Q&A meeting*
    • Ask any questions that have come up as you’ve implemented the plan.
    • *The end of the implementation Q&A meeting concludes the engagement. After this meeting, additional support or assistance is available at a fee of $250/ hour.

Ready to get started?

Schedule a Complimentary Introductory Call
39899 Balentine Dr.
Suite 200
Newark, CA 94560
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