Limited Financial Planning Services
For those whose concerns fall into just one or two areas.
If your areas of financial concern fall in only two categories, the Limited Financial Planning may be a good fit. Bringing about significant change in a few areas is enough to achieve the desired result of financial health and peace of mind for clients who do not have a complex situation. This plan can be renewed from year to year.
Here’s what to expect:
- Initial Consultation
Contact me to schedule a free, no-obligation consultation appointment. Complete the client questionnaire and return it to my office at least one week before your appointment. When you come for your consultation, bring your last two years’ tax returns and your latest brokerage and retirement account statements. At the appointment, we will identify which financial areas will be the focus, and I will quote you the fee for your plan.
- Planning Appointments
We will meet two or three times over a twelve month period. Each meeting will cover an assessment of your situation in your topic of interest, a strategy for improvement, and written recommendations. I will help you with implementation, if needed.
- Follow Up
You are free to contact me by phone at 740-344-2244 or email throughout the year to ask questions regarding the topics we discuss.
You may renew this plan as many years as you like. Each year, we will sign a contract, outlining my responsibilities and fees (payable quarterly). If you find that this service is not enough, or your financial situation becomes more complex, you may want to upgrade to an Open Retainer Plan. The Limited Retainer fee for one year will be credited toward your first Open Retainer annual fee.
You will experience the peace of mind that comes from knowing your financial life is organized.