What can a financial planner help you do?

  • Advise you on how to invest in your 401(k)
  • Help you figure out how to save for your children’s college education
  • Determine if you can afford to quit your job and follow your dream
  • Give you advice on whether to refinance your house
  • And so much more

It all starts with a simple conversation. Where are you now and where do you want to be?

Financial Planning

  • Cash flow analysis & budgeting
  • Goal planning
  • Debt management
  • Insurance and risk management
  • 401(k) investment allocation and stock options
  • Estate planning
  • Taxes planning
  • Retirement projections

Investment Management

  • Risk tolerance analysis
  • Asset allocation
  • Investment selection & management
  • Retirement projections
Fee Only Financial Planner & Fiduciary Sue Peck of Evolution Financial

Financial Planning: What To Expect 

Whether you’ve worked with a financial planner, an investment adviser or brokerage before, managed everything on your own, or this is the first time you’ve had an interest in investing, I am ready to help you.

Step 1: A Casual Conversation

A complimentary 15-30 minute meeting to learn about what you are looking for and how I can help. 

Step 2: A Deeper Discussion

We’ll look at your current financial situation to determine which services can help you most. 

Step 3: Goal Development

Based on information you’ve provided, we’ll define your goals and begin creating a financial plan that supports your life’s passions. 

Step 4: Financial Plan Presentation

I will present your plan covering risk management, investments, taxes, retirement, estate planning and any other specific goals we’ve discussed. 

Step 5: Creating Your Path

I will support you as you implement your plan for the next two months with the opportunity to continue working together throughout the year. 

Investment Management

Once we have your financial plan together, I will have more understanding of your risk tolerance, your goals and your timeline for reaching them, and a better idea of your tax situation. This information helps me determine how to invest your money in a tax-efficient manner.

Pricing

Fee-only. No commissions. Transparent pricing.

Financial Plan 

$2,000-$4,000

Ongoing Planning

$1,800/Year

Investment Management

$0 – $300,000 Invested: $1,800/yr +.5% Asset Management Fee

Have over $300,000 to invest? Your financial planning fee is included in a 1% or less Asset Management Fee.