Financial Planning

Your financial plan 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 work together to identify scenarios to help you and your family achieve your preferred outcome.  Finally, 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 financial plan 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 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 and couples nearing retirement.

*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.


OUR PROCESS

Hover over the image to learn more about how Columbus Street Financial Planning works and how we can help you set up a successful roadmap:


OUR PROCESS

Hover over the image to learn more about how Columbus Street Financial Planning works and how we can help you set up a successful roadmap: