Holistic Financial Planning*

I recommend that every client has a Financial Plan to determine how to pursue their goals.

Each plan is unique to the client’s situation. A financial plan may include some or all of the following:

• Reviewing and prioritizing your goals and objectives.
• Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
• Reviewing your current investment portfolio and developing an asset management strategy.
• Developing a financial management strategy, including financial projections and analysis.
• Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
• Assessing estate net worth and liquidity.
• Identifying tax planning strategies to optimize financial position.
• Presenting a written financial plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
• Developing an action plan to implement the agreed upon recommendations.
• Referral to other professionals, as required, to assist with implementation of the action plan.
• Assisting you with the implementation of the financial plan.
• Determining necessity to revise your financial plan.

Financial Plans start at $1,000 but pricing will be flexible due to the complexity of the plan and may reflect a sliding scale.  We strive to work as a team and would like the process to be beneficial and flexible to meet the client's needs. 

I acknowledge my responsibility to adhere to CFP Board’s Standards of Professional Conduct, and all applicable federal and state rules and regulations. I shall place your interests ahead of my own when providing professional series.

Anne has done many hours as Pro Bono in this area to help clients in difficult situations, she also is a volunteer at Savvy Ladies a non-profit organization empowering woman through financial knowledge.