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Ongoing Financial Planning
Often people think of budgeting, buying a house, and investing, as the three tools to effectively manage your money in a responsible way. However this doesn't provide enough context to optimize your money. We take a goals-based approach to consider all the things you want to accomplish, and model out your financial decisions to determine the best course of action.
Step 1
Construct your comprehensive financial plan
Project fee $1,750 - $3,000 based on complexity
Deep dive into the key areas of your finances including your financial concerns, goals and aspirations, cash flow, tax situation, retirement plans, stock compensation and more. Receive your personalized plan including tailored strategies to secure your financial future and plan for life's major milestones.
Financial Plan Construction
2 months
01 Foundations
30 mins
Explore your immediate and long-term financial goals and lifestyle aspirations.
This meeting is an opportunity for us to get to know each other and determine if holistic, goals-based financial planning suits your specific needs.
02 Organization
60 mins
Take a deep dive into your concerns and aspirations for your finances.
We begin to collect necessary information, to construct your financial plan, while helping you organize your financial life simultaneously.
03 Visions
60 mins
Review your recommendations and savings strategies to achieve your financial goals. Review your tailored Financial Plan to motivate and frame your financial decisions.
Walk away with a clear picture of actions you’ll take and a timeline to achieve your goals.
04 Protections
60 mins
Review observations and recommendations to polish your investment and insurance strategies.
Gain insights on diversification, tax efficiencies, investment fees and strategies to build and protect your wealth.
05 Optimizations
60 mins
As needed, explore other intricacies specific to working professionals including rental properties, business ownership, equity compensation, and additional tax planning considerations.
Kick off Ongoing Financial Planning
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Step 2
Initiate ongoing financial planning
Monthly fee $375 - $500 based on complexity
Equipped with a comprehensive understanding of your financial life, we work together to implement the strategies we identified in your tailored financial plan, and update your recommended strategies as you progress through life's key stages. Through ongoing planning we'll review opportunities for you to to optimize your cash flow, save tax dollars, reduce your expenses, and build wealth. See our Client Service Calendar for details.
Equity Planning
Develop your personal strategy for stock options, RSUs, ESPP, or other forms of business ownership.
Tax Planning
Includes tax-sheltered account contributions, income and deduction planning, and planning for changing tax laws in the future.
Goal planning
Buy a home, save for retirement, send your children to college, or support your elderly loved ones.
Retirement Planning
Whether you dream about retirement or financial independence, starting early is key.
Investment Planning
Curate a plan to save and invest that aligns with your budget and financial goals.
Risk Management
Review insurance plans to preserve and protect your wealth. Review your estate plan to prepare for the next generation.
Learn More
Ongoing financial planning saves you time to pursue your passions with peace of mind, knowing someone is watching out for your financial interest. It's important that you find a planner you connect with. Here are some additional resources.
Timesaver Investment Management
A tailored investment management service for busy professionals.
Meet us
30-minutes with a financial planner to answer your questions about planning and explore how goals-based financial planning can support your unique situation (free).
About us
FWA was founded by a third-generation entrepreneur, and tech start-up early stage contributor. Let's see what we have in common!