OUR SERVICES
Comprehensive Financial Planning
Want to get your total financial life in order? The Comprehensive Financial Plan is for you.
We'll start with a free, no-obligation conversation to get to know each other, talk about your goals, and see if we're a good fit.
We'll gather information about your current situation and refine your goals, sign an agreement, then Clinton Burch Financial Planning will produce and present a complete, personalized, and actionable financial plan.
A Comprehensive Financial Plan includes:
- clear and actionable recommendations for achieving your goals and managing risk
- a statement of personalized goals
- a cash flow analysis
- a statement of net worth
- a retirement planning analysis
- an investment analysis
- an estate planning analysis
- a taxation analysis
- a risk analysis
After we've discussed the plan, we'll offer to help you implement some or all aspects. If you're comfortable making the changes yourself, our business will be concluded until you solicit our services again. If you'd like help implementing the plan, we'll work side-by-side and get it done!
And, of course, you are free to ignore our advice if you find it unsuitable. We never have custody of our clients' funds, ever.
Hourly/"Ad-hoc" Financial Planning
This type of financial planning can take many forms and involve many kinds of tasks. We typically work side-by-side with our clients during these sessions on whatever financial concerns they have. Clients often already have a goal in mind when initiating a work session, and we work with them to accomplish the goal.
Examples include:
- Completing rollovers when you change jobs
- Choosing investments for a college savings plan or retirement account
- Opening and closing accounts online
- Helping with forms and making tedious phone calls
- Drafting a strategy to pay off debt strategically
- Determining an appropriate amount of life insurance coverage
- Nearly anything else related to your finances!
Contact us to schedule a free, no-obligation meeting to discuss your goals!