Financial Planning
The Stowe Financial Planning Process
Financial planning is a very personal process. Stowe Financial Planning, LLC uses sophisticated tools and a processes which are flexible enough to be tailored to your circumstances. Very common analyses are:
- Retirement needs analysis
- Cash flow and income needs in retirement
- College funding
- Insurance planning
We will go through the following process, the exact number of meetings will be based on your needs:
- Get acquainted meeting
- Data gathering
- Data review
- Plan Presentation
- Investment meeting
- Annual review
If you accept the plan and agree to have us implement it, we will undertake the management of your investment portfolio for a very reasonable fee. On an ongoing basis, we will monitor the investments, adjusting them as necessary to reflect your stated risk tolerance and financial goals.
If you currently have a brokerage account and would like a second opinion, we are happy to review your investments in light of your financial goals.
Quite simply, our goal is to build your trust through strategic asset management and personal service. We are dedicated to helping you shore up your resources, understand your investments and work diligently toward your long-term goals.
Fees
Plans are based on an estimate of time spent and complexity. You will get a quote for the plan at the ‘Get Acquainted’ meeting. Typically the fee falls in the middle of a range of $2,000 to $4,000.