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FEE-ONLY FINANCIAL PLANNING

Fee-only Financial Planning from Alex Osmond CFP® 

Fee-only Financial Planning means that client-paid fees are the only fees received by the company. We are now offering fee-only financial planning to individuals interested in obtaining more transparency and guidance regarding their Financial Planning goals and needs.


Common Financial Planning consultation topics include:

  • Education and Student Loan Planning
  • Consumer Protection and Household Debt
  • Risk Management and Insurance Planning
  • Tax Strategy for High-Income Earners 
  • Retirement Savings and Income Planning
  • Estate Planning Strategies


The Financial Planning Process

Alex Osmond CFP® will lead clients through the Financial Planning process by following three basic steps.

Step 1 - Understand and Inquire

We will begin the financial planning process by understanding what money means to you and how it affects your life and lifestyle. We will gather data and ask questions to get a clear understanding of your financial stance right now.

Step 2 - Make a Plan

In order to make a plan, we will first determine the goals you wish to achieve and the time frame for those goals. We will work to clarify these goals and have them written down in order to review them when needed.

Step 3 - Action

We will create practical operating steps to be followed. These steps may require actions from our clients, our staff, our partners outside of our firm (CPA, Attorney, Estate Planning Specialist, Tax Strategist etc.) or a combination of specialists. During Step 3 we will continue to maintain contact and monitor the plan on a regular basis. Most plans receive a review or revision every 6 months.

The cost of our Financial Planning services will be offset by any wealth management package a client may fall into. As a general rule, financial plans will be developed using the below cost schedule.


FINANCIAL PLAN  DEVELOPMENT

$100/hour