Financial Planning

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

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 financial plan only offering that focuses on your retirement planning goals. By request, directional guidance can also be made in other areas of financial planning such as savings strategies, education funding, retirement income planning, insurance needs, and estate planning based on the nature of your short and long-term planning goals. The financial plan process usually takes two to three meetings based on the complexity and scope of the engagement.

Financial plans range from $500* for recent college graduates entering the workforce to $3,000* for individuals/couples nearing retirement for normal complexity.

*Based on the normal complexity of the client’s situation.

Additional complexity (i.e. concentrated stock positions or equity compensation) may require additional work.

 

Schedule a Call

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

Ad hoc engagements focused on a specific planning topic are available upon request.