Our Services

Investing today is more complex than ever. Our experience at Financial Life Planners has taught us that there are no easy answers to questions like:

Am I saving enough for my own retirement?

I want to make a career shift, can I afford it?

How will I put my children through school?

To help you reach the right answers, we can provide you with a range of financial assistance in the following areas:

How We Work

 Financial Planning - At Financial Life Planners, we believe the best way to help you reach the right answers for your situation is to listen to you. Once we know you and what’s important to you in life, we can create a Financial Life Plan for achieving your goals. We then create an Investment Plan by examining your tolerance for risk and all other aspects of your financial life.

Investment Advisory Services - We are focused on investing your assets in a broadly diversified portfolio suited to your “risk personality”. We aim for growth while protecting assets from volatility. You'll understand your investments and your long term strategy for accumulating wealth and utilizing it in the future. You also gain the peace of mind that comes with knowing your money is being managed by professionals that have researched the best investments for your personal situation.

Monitor and Report Progress - We will monitor your progress towards your investment goals and provide you with performance reports and comprehensive reviews. We rebalance your portfolio periodically so that you stay on track and earn what you need to achieve your goals.

Managed Account Fees - As a fee-only investment advisor, we manage your account for a percentage of the assets under our management. The negotiable annual fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly and can be deducted directly from your account.
 

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