Our service is continual. Your in-depth planning and ongoing advice will cover a broad range of planning topics including cash flow, retirement funding, education funding, estate planning, insurance planning, tax strategies and detailed investment recommendations as well as implementation assistance and coordination with other professionals.
At CFG we love collaborating with clients to help bring clarity to their financial lives and confidence to their financial decisions. We help you discover and define your goals, values, and purpose in order to meet your short and long-term objectives. Our role is to walk with you, listen to you, help you avoid missteps and offer informed advice based on what matters most to you.
FINANCIAL PLANNING PROGRAM
Financial planning is a process. It is not a one-time event. Our goal is to be your financial support system and help shape and build your brighter financial future.
Our Pilot Year Meeting Series provides a thorough assessment of your current financial situation and establishes your financial blueprint. The Financial Planning Program also provides the following ongoing services:
- Annual meeting with financial snapshot report, net worth update and action plan
- Annual portfolio review and implementation assistance
- 6-Month Check-In
- Additional as-needed advice and actionable recommendations via e-mail, phone, or in-person meetings to help you navigate through life's transitions
- Coordinate with other professionals such as insurance agents, CPAs and estate planning attorneys
The Financial Planning Program offers transparent, flat-fee pricing coupled with a low-cost approach to investing. New clients pay an initial fee plus a flat quarterly fee based on financial complexity.