ServicesComprehensive Financial Planning
An ongoing planning service that takes a 360-degree view of all aspects of your financial situation. Our process and personalized service help you navigate through life’s financial decisions.
Financial planning is not a one-time activity. Nor it is about delivering you a stack of documents to go through. It is about parnering with you and empowering you with the knowledge and tools required so you can make sound financial decisions, achive your financial goals – throughout your life.
Once you decide to work with us, we will schedule two separate meetings with you to gather your financial data and to understand your financial goals. We will then go back, analyze and develop a comprehensive financial plan unique to your situation. The plan and recommendations will be reviewed with you in ~ 8-12 weeks from the time we agree on the scope.
We will schedule formal meetings each quarter to follow through the progress. During these meetings, we will review changes in your financial data and your financial goals. To the extent there are changes, we will revise the plan summary as needed. We will close out the meeting by identifying immediate next steps for the upcoming quarter.
As our comprehensive planning client, you will have collaborative access to your unique personal finance website. We work with you to help you execute on the plan recommendations. You have unlimited access to our time to get answers to any questions you may have throughout the year – all you need to do is schedule an on-demand consultation with us.
Here is how our process works
1-Minute Financial Assessment
In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide Instant Feedback on your current situation.
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
Transparent Pricing Models for Every Need
- Net Worth & Cash Flow Analysis
- Retirement Income Planning
- Investments Analysis
- Tax Planning & Strategies
- College Savings need Analysis
- Insurance Review & Gap Analysis
- Estate Planning
- Personal Finance website
- Unlimited access to Advisor
Ready to take the next step?
Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.
Working with Generation X families is our speciality
Get In Touch
999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380