Implementation Implementation Depends On Your Goals Since we are committed to provide customized investment and financial planning services for individuals, families and business owners, your implementation strategies will be dependent on your goals and objectives, as well as your personal needs. Investment Management We will educate you on your options that best suite your particular goals. These options may include specific types of accounts, particular investment strategies and vehicles, protections such as life insurance or Long-Term Care, etc... Financial Planning The uniqueness of your individual financial priorities will guide the process of developing and implementing Financial Planning. We will work to ensure that we continue to monitor your priorities and review strategies based on what is on the top of your list of concerns and the level of service you have chosen. Financial Organization Prepare yourself for your financial fitness Advanced Planning Designed for growing families and those whose lives become busy. Complex Planning Designed for those with more complex financial situations Included in Financial Organization • Investment Review• Retirement Planning• Beneficiary Review• Goals and Values Review• Behavioral Finance Coaching• Goal Monitoring• Monthly Market Insights• Wealth Plan (eMoney) Included in Advanced Planning Tier 1 Plus:• Enhanced Wealth Plan (eMoney) • Net Worth Statement• Detailed-Cash Flow Planning• “What if”• Roth Conversion Review • Basic Estate Planning Included in Complex Planning Tier 2 Plus:• Wealth Transfer Scenarios • Family Financial Education • Stock Option Analysis• Charitable Giving• Business Planning• Income Tax Planning• Advance Estate Planning Build Your Own Financial Plan While Many clients choose one of our planning packages, we recognize the need for customized support. We offer al a carte planning services at $250/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work. Investment Management Services Risk Tolerance AssessmentTime Horizon AnalysisInvestment ResearchInvestment Selection Asset AllocationRebalancingGain/Loss HarvestingPortfolio Review Have a Question? Name Email Address Phone Question Thank you! Oops!