Want to get your total financial life in order? Consider a Comprehensive Financial Plan!
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:
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.
Is there a particular area of your financial life that you need to get sorted out? A Specific Financial Plan is right for you!
A Specific Financial Plan focuses on one area, and provides analysis and recommendations to help you meet your goals.
Common areas for Specific Financial Plans include:
The process is very similar to our Comprehensive Financial Planning service describe above.
Our most popular service, "As-needed" Planning/Work Sessions 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.