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"Beware of looking for goals: look for a way of life. Decide how you want to live and then see what you can do to make a living within that way of life." - Hunter S. Thompson
Empowering mid-career individuals to achieve financial freedom.
Personalized financial plans for those feeling burnt out and would like a change - whether it be a sabbatical, soft retirement, or career change.
Reimagine Your Future
and Design a Life You Love
No Investment Minimum
Fee Only
Personalized Advice
Ongoing Planning
Initial Planning
determine Fit
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Ongoing Planning
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Financial Foundation
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Quick Chat
Process
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- What prompted you to schedule a meeting?
- What are your greatest concerns and challenges right now?
- What does your 'ideal future state' look like?
We can also discuss:
- How a financial plan can help you move towards your 'ideal future state'.
- An overview on initial Financial Foundations process and pricing.
- What's next.
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$195 per meeting
Billed at the conclusion of each meeting.
This is a collaborative process requiring input and short assignments to complete (no more than 10 minutes) before each meeting.
1. Your current financial state
2. Cash flow and lifestyle spending
3. Investments, risk, and savings
4. Your current and proposed future state
5. Implementation plan
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Ongoing planning fee
Billed either directly or through investments managed every quarter. .
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LET'S KEEP THE MOMENTUM GOING
- Planning is a collaborative process and I will need to complete short assignments (under 10 minutes) before each meeting to make our time together worthwhile.
- Completing the Financial Foundations process is essential to building a good long-term plan.
- Each meeting in the Financial Foundations process will be billed at a rate of $195 payable at the conclusion of the meeting.
By submitting this form I am acknowledging I am aware of the following:
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Great!
I'll be in touch with more information on scheduling a quick meeting in the next 1-3 business days!
- Review current fixed, flex, and non-monthly spending
- Calculate your appropriate cash reserves
- Estimate your projected annual savings
- Develop and automate a savings plan
Cash Flow
- Provide projections on how your financial life may look in the future
- Identify how different levels of income and expenses are could impact your financial future
- Model different “what if" scenarios to identify various opportunities & tradeoffs
Goal Planning
- Analyze overall asset allocation
- Determine risk tolerance (ability to take risk)
- Construct tax-efficient & lower cost portfolio proposals
- Monitor & adjust asset allocation
- Consolidate & simplify your various investment accounts
Investments
- Guidance on minimizing overall tax liability
- Annual tax return and withholding review
- Tax projections to see if a better strategy can be created.
- Implementation of tax strategies [Roth conversions, investment taxation, filling up brackets]
Tax Planning
- Review your life and disability insurance needs; identify any gaps
- Check liability coverage for auto and property insurance
- Assess the need for umbrella insurance
Risk Management
- Review current beneficiary designations and ensure proper asset titling
- Educate you about estate planning and/or review your current estate planning documents
- Provide guidance on attorney referrals if needed
Estate and Legal
My financial planning services are tailored to fit your distinct path, whether it's a creative pursuit, entrepreneurial venture, or an unconventional lifestyle. I understand the challenges of non-traditional journeys and are here to guide you towards financial security while embracing your individuality.
I am committed to crafting strategies that align with your goals, dreams, and risk tolerance. Explore my website to discover how I can help you thrive financially, no matter where your unique journey takes you.
Work with a commission-free (fee only) CFP© Professional
At AFT Planning, we celebrate the exceptional.
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