Focused Financial Advice (FFA) is hourly meeting time with our advisor that does not include financial planning.
Focused Financial Advice is provided in a single meeting of 1-2 hours, and addresses simpler personal finances questions that do not require the in-depth discovery and analysis demanded by financial planning.
This is high-level advice and information of a general nature, which does not utilize any financial planning tools to project forward-looking numbers or scenarios; it does not require a full analysis of a Client’s financial situation or integrate the various financial elements that impact a Client’s life goals.
A Focused Financial Advice meeting not only can answer pressing questions of limited scope, it also allows the Client to determine if a financial planning engagement is desirable for them. If a Client decides to switch to a financial planning engagement (Standalone Financial Planning or Ongoing Comprehensive Planning), the fee charged for Focused Financial Advice will be applied to the cost of the financial planning engagement.
Examples of questions addressed in a Focused Financial Advice engagement:
- What is the difference between pre-tax and Roth contributions to my company-sponsored retirement account (e.g. 401k, 403b, 457) and how will it affect me currently and in the future?
- What options are there in saving for my child’s college and what general rule of thumb is there for how much to save?
- I was just hired at a new company. How do I determine which of the employee benefits are best to choose for me and my family?
- What are the tax implications if I sell my house or investment real estate?
- Was my tax return prepared correctly?
[click here to download a PDF copy of our Services Comparison Chart]
For our Focused Financial Advice fee schedule, please see the Transparent Pricing page.
Ready to move forward? Contact us today to schedule a meeting.