Hourly, Financial Planning - Fee-Only Investment Management

Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future.

 

I work with people from all walks of life who seek guidance in any or all of the following areas of personal finance:

Your financial planning objectives may include:

    •    Connect your values and your investments

    •    Develop an achievable retirement strategy

    •    Minimize your tax burden

    •    Establish a charitable giving strategy

    •    Plan for a child or grandchild’s education

    •    Create and preserve personal wealth

    •    Minimize the erosive effects of inflation

    •    Reduce the risk of financially devastating events

    •    Foster peace of mind through proper planning

    •    Generate a life plan and begin working toward it

Cash Flow Management

Investing

Estate Planning

Debt Management / Elimination

Retirement Planning Strategies

Tax Planning

Life Planning

Risk Management / Insurance

Education Funding

Sustainable Investing

 

To help you reach these important goals,

my services include:

    •    Retirement Planning Strategies

    •    Cash Flow / Spending Planning

    •    Debt Management Planning

    •    College Funding Advice

    •    Stock Option Advice

    •    Pension Distribution Advice

    •    Life and Disability Insurance Needs Analysis

    •    Second Opinion Current Financial Plan

    •    Financial Seminars for your organization

    •    Shareholder Advocacy & Engagement

What is “Hourly” and “Fee-Only”?

Hourly means you can utilize these services for as much or as little as you need, like you would any other professional service.  Fee-only means compensation comes solely from you and so the advice is not influenced by, or limited to, any particular financial products. I am a proud member of the Garrett Planning Network (GPN). GPN is an international network of financial planners who offer their services on a fee-only, hourly basis so that objective financial advice is available for people from all walks of life. I also offer fee-only investment advice and management for clients for whom an on-going investment management relationship is appropriate, through Natural Investments and First Affirmative Financial Network.

Are you ready to begin?  If so, you can start by calling to access the Client Forms, and set up your Get-Acquainted meeting.  I look forward to working with you.

Copyright ©2011, Ecolibrium Financial Planning.  All rights reserved.  Revised 8/11.