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 and continue working together throughout the following years. 

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 

$2,500-$4,500

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.