Do you wonder where you stand financially, or just wish someone could help you figure out a specific issue? Addressing these questions and achieving your goals takes careful planning and we're here to help.


OUR FINANCIAL PLANNING PROCESS

  1. Discovery Meeting/Call: We offer a complimentary consultation to review your situation, goals, and objectives, answer any questions that you may have, as well as highlight any initial observations that we have.

  2. Proposal: Following our initial consultation, we will customize a proposal outlining the topics we would like to address and the associated fee.

  3. Information Gathering: Your financial planner will help you consolidate all the necessary financial information and data that you have to ensure that it is accurate, complete, and organized. We will also discuss your goals and priorities, so that we can create a plan that meets your unique needs.

  4. Planning: With a clear picture of your financial life and goals, we can begin to optimize and plan. Your financial planner will educate you on the choices you have, the decisions that need to be made, and the factors to consider. Beyond educating you on these things, we will illustrate the financial impact of various decisions and help you weigh the pros and cons.

  5. Implementation: We take great pride in holding our clients' hands through the financial planning process. Our financial planners do not give you a binder or a bunch of PDFs and say "See you next year for a plan review." MFA will provide the guidance and support to help you implement your plan.

  6. Monitoring: Financial health is an ongoing effort and we will help you stay accountable to your goals and plan.

  7. Ongoing Reviews: It is worthwhile to periodically step back and review where you are and where you are going and make appropriate updates. We will schedule periodic reviews to ensure your plan is up-to-date, but hope that you will also contact us whenever there is a major change in your life (especially if you need guidance!).

 

Our Financial Planning Fee:

Our initial half-hour discovery meeting is complimentary. After that, it will depend on your unique circumstances and needs. Our typical fee ranges from:

Initial Planning FeeMonthly Fee
$500 - $6000$100 - $500

We also offer an hourly billing arrangement for some of our clients. 

Financial Planning clients are not under any obligation to utilize MFA's Asset Management programs to carry out the actions of the financial plan. Check out our FAQ page for more information.