How can a financial planner help you?

  • Advise on how to invest in your 401(k)
  • Provide guidance on saving for your children’s college education
  • Determine if you can afford to quit your job and follow your dream
  • Give advice on paying off or refinancing your home
  • Help align your values and your resources
  • Legacy planning
  • 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
  • Tax 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 start to explore what’s really important in your life and how your finances have or haven’t supported you on your path. 

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

Financial planning becomes even more valuable over time, as we deepen our relationship and I can become that true thinking and strategizing partner in your life. I will support you as you implement your plan and we 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

$2,100/Year

Investment Management

$0 – $200,000 Invested: $2,100/yr +.5% Asset Management Fee

Over $200,000 invested: 1% or less Asset Management Fee, with your Financial Planning Fee either reduced, or included within your Asset Management Fee.