Services & Fees
Collaborative Financial Planning
$95/Month
($285 Upfront Fee)
For those that like to manage their finances on their own but want to have a professional in their corner to help them on track toward reaching their goals.
Our collaborative planning process will layout all the moving pieces in your life, then we will sort, organize & prioritize them and provide you an action plan to reach your goals.
Meeting Process:
- Discovery Meeting - Where we learn about you, your money & your goals.
- Get Organized Meeting - Bring us your mess or stack of paperwork & we will help you organize it while we collect the needed documentation needed to build your financial plan.
- Goals & Strategy Session - Select your top 3 financial goals to work on for the next 12 months.
- Plan Delivery Meeting - We analyze your current financial situation, explore strengths & weaknesses to your current strategy, and create all of your personal financial statements (budget, net worth, debt assessment, to be updated annually). Next, we will customize an action plan for you to implement throughout the year. Of course if you need help along the way, schedule a meeting during our open office hours.
- Ongoing Client Service Relationship -
- Annual Review & Focus Sessions
- Receive ongoing communications from GLFP that includes everything from Market updates, current events, & monthly focus emails.
- Employee Benefits Review during open enrollment
- Secure Client Vault & Financial Planning Records
- Waived Upfront Fees should you decide to opt in to Comprehensive Financial Planning
Comprehensive Financial Planning
Couples - $250/Mo. Singles $200/Mo.
($750 Upfront Fee)
We begin with our 5-Step Life Planning Process which allows us to identify & prioritize where you would like to put your time, energy, and talents, then we assist you in creating your ideal life though our technical expertise and your passion to live into your ideal life. After you've created where you want to go, we look ways to bring that life to you today and how to continuously adapt as life changes.
After we have taken you through the 6-Step Life Planning Process, we create a tangible action plan for the next few months and begin to implement those steps to keep you moving forward. We will typically meet quarterly to check on progress, adapt or implement the next phase of your overall plan.
The 6 areas we explore in every on-going financial planning relationship will include:
Budgeting & Cash Flow; Risk Management & Insurance; Investments; Retirement; Tax Considerations; Estate Planning