The Financial Sourcebook is a financial plan and organizer designed to put your finances together in one easy-to-access binder. Financial plans cover your retirement, investment, estate, insurance, education funding and other objectives. The Sourcebook includes sections for most of your financial information along with tax tables, explanations of financial topics and more.
Most firms charge extra fees for financial planning services. We feel it is an integral part of the wealth management process and we include the planning at no additional charge to our clients.
For prospective clients, we’ll prepare an initial plan typically for a $500 fee. If you decide to become a client, we waive the fee and provide the investment management and financial planning services for the asset-based annual fee.
The process is much easier than most people imagine. We try to minimize your time and effort in gathering the information needed to create a very sophisticated, yet easily understandable, plan. Once we have your information, it is easy for us to update your plan in light of changes in the tax laws, investment markets, or your personal situation.
Each year we update much of the vital financial information from the plans in our Annual Financial Reports. We provide an update to our client’s retirement plans and, for retirees, we consider how their spending may impact their future financial security. If you’re funding a child or grandchild’s education, we can update your progress on that as well. And we’re happy to update your net worth statement, too.
