Value and Fees Financial Planning:I am a Certified Financial Planner™ and financial planning is a core service that I provide for clients. My goal is to:Provide confidence knowing that you have a documented financial plan for approaching every aspect of your finances. This allows you to focus your attention on other parts of your life like your career, your family and friends, your community, or your hobbiesStrive to be a trusted partner, with the experience and knowledge to guide your financial decisions. Someone who knows you, and helps you identify, clarify, and prioritize your goals including retirement, college savings, reducing debt, a home purchase, preparing for an unforeseen event, creating a budget, or maximizing your employer-provided benefitsDetermine if you are on track in saving for your goals. Determine where you stand and what you can realistically achieveProvide education and advice on financial topics. Refer you to other competent professionals such as an accountant or attorney when appropriateUpdate your financial plan annuallyCost: $2500 Investment Management and Financial ConsultationA second core service that I provide for clients is to help them with their investments on an ongoing basis. I attempt to provide confidence by selecting investments that complement your financial plan and are appropriate for your goals and risk tolerance.Identify and quantify your risk toleranceDetermine and implement an appropriate mix of stocks, bonds, and cash tailored to your risk tolerance and time frameFind high quality, low cost, tax efficient investmentsTactical investment approach attempting to overweight asset classes doing better and underweight or avoid asset classes doing worseMonitor and rebalance your investmentsHelp prevent you from making emotional mistakes and poor financial decisionsAnnual Cost: Flat fee based on 1% of assets managed. The fee is reduced to 0.7% annually for assets over $700,000. The fee is reduced to 0.5% annually for assets over $2 million. The cost of financial planning is waived. Prompt Ongoing ServiceProactively contact you for periodic reviewsMeet with you throughout the year to update your plan and investments, address questions, and provide ongoing advicePromptly respond to your calls, questions, and emailsMeet with your accountant and attorney to coordinate planning and implementationWeekly blog posts to keep you updated on the marketEducational articles posted to Facebook and LinkedInValuesI have a fiduciary duty to my clients which means that I am held to the highest standard of care when advising you about your finances. I strive to uphold the following principlesIntegrityObjectivityCompetenceFairnessConfidentialityProfessionalismDiligenceAll investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results.