financial planning is the cornerstone of your awareness and empowerment to make informed financial and lifestyle decisions.

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.

Project-Based Financial Planning for Your Retirement Goals

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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FINANCIAL PLANNING ENGAGEMENTS RANGE FROM $3,000 FOR PROFESSIONALS AND UP TO $10,000 FOR ULTRA-HIGH NET WORTH

Put it on the books! Click the button below to schedule a quick 30-minute introductory call.

FREQUENTLY ASKED QUESTIONS

How long does the financial planning process take?

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.

What areas of financial planning will be covered in the project-based financial planning service?

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.

What is the cost of project-based financial 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.

OTHER FINANCIAL SERVICES

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Investment Management

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.

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Wealth Management

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.

FINANCIAL PLANNING & WEALTH
MANAGEMENT RESOURCES