Financial Planning

Having a financial plan can give you the confidence that you are working to stay on track in meeting your goals.  If there are financial concerns in your life, a financial plan can come up with solutions to help get you back on track.  As a CFP(R) Professional, we focus in broad based plans for individuals that cover: retirement, life insurance needs, planning for large purchases, budgeting, and estate planning.   If you use us for wealth management  a holistic financial plan is included at no charge.  If you wish to house your money elsewhere and use us for planning services, we charge $150 per hour.  Either way we act in a fiduciary capacity during the planning process.  The first meeting is at no cost to you to see if we are the right fit.

We use MoneyguidePro and EMoney financial planning software, both are well-known financial planning programs in the industry.  I also use Morningstar Advisor Workstation to run portfolio analytics.

 

*The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.

**MoneyguidePro, EMoney, and Morningstar are separate entities and not affiliates of Voya Financial Advisors.