Services

Financial planning is based on relationship and trust. Therefore, each plan begins with a complimentary meeting where we discuss your financial concerns and your motivation in seeking out a financial planner. Together we will determine which planning model will best help you achieve your planning goals. We can talk on the phone, virtually or in person.

Start-Up
Plan

Ideal for first-timers who need some planning but don’t know where to start. By focusing on one or two of your most pressing questions, we can reduce some of the noise and outline a few steps to get you moving in the right direction.

Includes

  • 30-60 minute introductory meeting
  • Detailed recommendations by email on one or two key questions** (**This is not a comprehensive plan)
  • 30-minute follow-up meeting to review recommendations and work on your next steps.
$500 – $750
onetime fee (based on complexity of questions)

Customized
Financial Plan

Perfect for DIYers who want an overview of their financial situation – from budgeting to goal setting to investment advice – in order to take action on their own. Together we work to create a road map for you to follow. Since every situation is unique, we work to create a plan focused on the areas of planning most relevant to your needs.

Potential areas of focus:

  • Definition of goals
  • Budgeting and cash flow
  • Debt management
  • Insurance needs/review
  • Tax planning
  • Review of your employer plans
  • Investment advice
  • Retirement planning
  • Estate planning

Includes

  • 30-60 minute introductory meeting.
  • Comprehensive review of financial situation with focus on your goals.
  • Full written plan with recommendations.
  • Personalized budget grid.
  • Follow-up meeting to review plan and start your implementation process.
$200/hour
(total hours and scope of project to be determined at initial meeting)

Financial Planning Partnership

When you’re ready to start putting your financial house in order and want a partner to help you create a plan, put it into action and continue to adapt it as life presents new goals.

Your life is not static and neither are your financial objectives. With so much information coming at us on a daily basis, it can be difficult to understand what actions are best for you. There is no one-size-fits-all solution.

A Financial Planning Partnership allows us to build a relationship in order to help you make sense of your goals and priorities. From there we can build a solid financial foundation which will grow over time. Rather than trying to tackle everything at once, we will look in-depth at issues individually and step-by-step, get you on financial solid ground.

Areas we can focus on:

  • Definition of goals
  • Budgeting and cash flow
  • Debt management
  • Insurance needs/review
  • Tax planning
  • Review of your employer plans
  • Investment advice
  • Retirement planning
  • Estate planning

Includes

  • 30-60 minute introductory meeting
  • Review of your financial situation with a focus on your most pressing issue(s)
  • Written recommendations for initiating your plan
  • Follow-up meeting to review your situation and start mapping your plan
  • Access to budgeting software and account aggregation software to help you stay on track and monitor your ongoing progress
  • Investment recommendations
  • Ongoing interaction via email with regular meetings as needed
$750+ Upfront fee plus monthly retainer.
(Both to be determined after initial meeting based on complexity of situation. Minimum 12-month agreement.)

INVESTMENT MANAGEMENT

When you want to focus your time and energy on the things that matter to you instead of researching investment options and reallocating your accounts, we can help. We take the emotion and stress out of investing. We will work together to establish your investment goals, cash flow needs, and risk tolerance. We will tailor a mix of investments that suit your individual situation. Indie Financial Planning will monitor your accounts, invest new funds and reallocate funds as needed to keep you on track.

You will have online and mobile access to view your investments and monitor your accounts at any time. We will have regular meetings to review your situation and discuss any changes in it.

We can manage personal investment accounts, IRAs (traditional, rollover or Roth), or personal retirement plans such as a SEP or SIMPLE for your business.

Investment management can be a part of a Financial Planning Partnership or an a-la-carte service.

1% of assets under management up to $500,000 with breakpoints thereafter

Get Started

For Advisors

DelatedPlanningLogoDelegated Planning provides supportive planning for Advisors who might need planning support for their clients. I work with Delegated Planning to provide additional expertise to the planning process. Our knowledge and experience in planning and technology allow us to make a contribution to an advisor’s firm. Throughout the process we work together so the final plan reflects an advisor’s style for the client. Because of our collaborative process, you have the confidence to answer client questions that arise during your presentation.
For additional information, please see the Delegated Planning site: https://www.delegatedplanning.com.

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