We spend our days working to understand what our clients need in a retirement plan. You spend your days being you. Together we can create a custom plan with your specific goals and dreams in mind.
Not sure you’re ready to get started? Find out more about the EFC Wealth Management Firm planning process and how we work with you.
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Financial Planning Basic’s
Basic financial planning is designed for those who want to make sense of their financial situation. Learn how to help potentially increase your income set reasonable savings goals and organize your spending so that you are on the track to a more confident retirement.
Is this right for you?
This level of service is geared toward those who are completely new to financial planning. This introduction can help you identify your financial goals, as well as make sure the financial decisions you make today are in line with your long-term plans.
2-hour meeting (in-person or via Zoom) designed to help us both understand where you’re at today, as well as where you’d like to be.
A comprehensive and objective look at your current financial systems and products. We’ll evaluate everything, from your health care plan to your credit cards to your bank account and more.
Guidance in breaking down your financial priorities, as well as identifying solutions for the highest priority issues right now.
Help creating a personalized spending and saving plan that you can actually stick to.
Detailed Financial To-Do List summarizing the most pressing topics we discuss during our meeting.
Upkeep Sessions: Future financial planning needs can be addressed on an hourly basis, or you can always upgrade to Financial Planning + Coaching when you’re ready.
What’s not included?
This session is designed to help you get on the right track with your finances, however it does not include any follow-up to make sure you stick to your plan. If you think you’d benefit from extra accountability, check out my Financial Planning + Coaching package.
How much does it cost?
The cost for a financial plan is $1,000 to $2,500.
Financial Planning + Coaching
Concerned about retirement? Negotiating your salary or changing careers? Emergency funds, spending issues, saving for your child’s education (or dealing with your own student loans)? We’ll help you develop a strategy to manage these concerns one step at a time. Even the less glamorous things, like having the right kinds of insurance and essential estate planning documents like a health care proxy our goal is to help you feel more confident about your financial future.
Is this right for you?
This level of service is geared toward those who are regularly saving each month (or aren’t yet, but could be), and aren’t quite sure how to start working toward their retirement goals. Financial Coaching is designed to make sure you follow through on your goals by providing regular check-ins and support.
The clients who benefit most from the Financial Coaching package are usually entering an new life stage and need help during the transition. Perhaps you’ve finally paid off your credit card debt, earned a promotion at work (accompanied by a nice raise), had a baby, or simply entered a new decade of life. If it’s time to finally feel in control of your finances, then this is the package that may suit your needs.
Hourly Financial Consulting
Hourly financial consulting is financial planning on your own terms. Rather than following one of my pre-determined financial planning packages, hourly financial consulting is available to everyone, and requires no specific time commitment.
Is this right for you?
When it comes to financial planning, there’s a lot that goes on behind the scenes (outside of the in-person client meeting). As a result, most clients prefer to pay for an all-inclusive financial planning package.
Hourly financial planning is best suited for for those who know exactly what kind of support and help they need and require minimal hand-holding along the way. It is the ideal option for those who already have a handle on their financial situation, and just need a little extra advice or guidance on a specific financial question.
- Consulting Session (in-person or via Skype): billable after the session is over at a rate of $400 per hour (prorated in 15-minute increments as needed). No package discounts apply for additional services.
- Guidance on any financial questions you have.
- Upkeep Sessions: We can schedule additional sessions whenever you need them.