Financial Planning

Answers to your most pressing financial questions.

What is Financial Planning?

Our financial planning process has one goal in mind; yours! We try to answer your most pressing questions, such as one of the most common questions we hear, "Will I make it through retirement?"

Your Goals
Our Experience
A STRONGER
retirement plan

About our Financial Planning Process

BluePrint Four Walls Planning is a process that incorporates what you value as well as your current and future financial resources, and is the framework we follow for each financial planning client.

Your personal financial BluePrint is delivered after we schedule a series of strategy meetings with you, using interactive online software, conversations about your options, and follow-up emails with next steps.

Our introductory meeting is complimentary. We’ll conduct a high-level analysis of your personal financial situation and discuss whether our services might be a good fit for you. Then, if you like what you hear, you can retain us to prepare a comprehensive planning document for a flat fee.

For clients looking for a less formal service, consulting engagements usually do not have a written summary or financial plan and can be a one-time, continuous, or as desired.


Looking for a little something more?

Looking for a continuous financial planning and investment management experience? We'd recommend that you explore our Wealth Advisory Service.

What We Do

Financial Planning or Financial Consulting may encompass, but is not limited to:

  • Retirement Planning
  • Tax-Managed Corporate and Personal Planning
  • Business and Personal Financial Planning
  • Investment Planning
  • Education Planning
  • Charitable Planning
  • Estate Planning


How we Charge



We offer flexible pricing options to meet your planning needs.

Hourly*

Generally for those looking for advice on a few specific items or periodic consultations.

Project Based**

A flat fee service option, generally best for agreed upon projects such as a written financial plan.

Ongoing**

A flat fee, ongoing service option generally best for clients looking for ongoing advice.

Disclaimers:

*There is a one hour engagement minimum, and the maximum hourly fee to be charged for either financial planning or consulting will not exceed $500.

**There is a no flat fee engagement minimum, however fees are based on the scope and complexity of our engagement with you. Fees are quoted and agreed upon prior to engagement, and our financial planning and consulting flat fee engagement do not exceed $25,000.

Note: All financial planning or consulting agreements can be terminated at any time with written notice, whereas all work performed by the firm up to the point of termination shall be calculated at the hourly fee currently in effect for purposes of calculating any refund due.

Is your Financial Plan "Four Walls" Strong?

Your goals are unique. Your financial plan should be too.