Together, we will bring clarity to your financial circumstances through a seven-step process outlined below. Once we understand your goals and values, we will identify scenarios to help you and your family achieve your preferred outcome. Together, we will create a roadmap to put you on a path towards financial independence.
At Columbus Street Financial Planning, we realize some clients do not wish to maintain an ongoing engagement with a financial planner or advisor. We have created a project-based financial planning-only offering that focuses on your retirement planning goals.
Based on the nature of your short and long-term planning goals, directional guidance will be provided in other areas of financial planning, such as savings strategies, education funding, retirement income planning, insurance needs, and estate planning. The financial planning process usually takes five to six meetings over the course of three to four months based on the complexity and scope of the engagement.
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The financial planning process usually takes five to six meetings over the course of five to six months based on the complexity and scope of the engagement.
Based on the nature of your short and long-term planning goals, directional guidance will be provided in other areas of financial planning, such as savings strategies, education funding, retirement income planning, insurance needs, and estate planning.
Project-based financial planning engagements and projects range from $3,000 for professionals to $10,000 for individuals and couples nearing retirement or those with ultra-high net worth. The price may vary based on the complexity of the client’s situation. Additional complexity, such as concentrated stock positions, equity compensation, or pension option selection, may require additional work.
We offer a collaborative investment process that is connected to our clients' financial planning and personal goals. We provide access to some of the best investment minds in the business and use a blend of passive and active investment strategies to create globally diversified, low-cost portfolios.
The Wealth Management service is a personalized and proactive financial planning experience designed for individuals and families seeking to simplify their financial complexity and achieve their long-term goals.
Equity investments form the foundation of long-term portfolios, traditionally generating substantial returns to help investors achieve their financial goals. While major indices li
On January 5, 2025, now former President Biden signed the Social Security Fairness Act into law, marking a significant change in how retirement benefits are...
2025 is bringing some exciting changes that could help you save more for your future, and we want to make sure you know about every opportunity available to you.
