Practical Financial Planning

Practical Financial Planning's comprehensive service, providing a full financial plan. An open retainer, allowing clients as much time as needed to answer all their questions without increasing fees, the Standard Retainer provides ongoing guidance.

Especially for those who are retired less than 5 years, or who are going to retire within 5 years. The Retirement Readiness Retainer provides a full financial plan with an emphasis on goals and life planning.

A series of three meetings of 90 minutes each. Learn which investments to sell, which to buy, and the long-term approach you can use to keep your investments in their proper balance.

A two-hour meeting providing customized recommendations on the client's highest financial priorities. The Financial Fitness Review is your best introduction to Practical Financial Planning.

The Wealth Management Retainer provides the highest levels of individualized attention, with a special emphasis on tax efficiency and reliable cash flow.