Holistic Financial Planning for Women's Unique Life Journeys
We begin by focusing on the clients' goals and milestones and create a financial plan that allows the client to focus on fulfilling their specific needs, wants, and wishes.
Financial planning is all about making your money work for you so you can enjoy the life you want both now and in the years ahead. When we work together, we’ll take a look at the full picture of your financial life, from managing your day-to-day money and investing for the future to planning for retirement, navigating taxes, protecting what matters most, and making sure your estate and legacy wishes are carried out. We’ll also talk about big goals, like funding education or other milestones that are important to you. Providing comprehensive financial planning for women means revisiting your plan regularly and adjusting as your goals and circumstances evolve, because life never stays the same.
When you work with a certified financial planner, you will have access to a customized client portal which allows the advisor and client to work collaboratively by reviewing and modifying plans simultaneously.
Key Components of Your Personalized Financial Plan
The following is a list of financial planning topics that can be covered in our packages, ensuring you receive tailored financial planning for specific needs (including but not limited to):
- Savings to Meet Goals
- Retirement Projections
- Portfolio Analysis
- Investment Allocation
- Social Security Analysis
- Long Term Care Options
- Education Savings
- Cash Flow Management
- Estate Plan Review
- Insurance Review
- Home Purchase
- Retirement Contributions
- Tax Planning
- Debt Pay-Down
- Benefit Maximization
- Pension Annuity vs. Lump Sum
Transparent Financial Planning Fees: Project-Based & Hourly Options
Pearson Financial Planning offers financial planning services on a project basis as well as an hourly basis.
Here at Pearson Financial Planning we customize each engagement to the client's unique financial situation. No matter how we structure the engagement, a proposal will be provided to the prospective client beforehand to understand what the estimated cost will be.
For our Project-Based Financial Plan, package fees are based on the customized services that will be provided for every client. The term of the contract is twelve months . After the year is complete, many clients choose to retain us on an hourly basis. Clients who select this option will have ongoing access to Diane.The initial cost proposal will be based on the total scope of the financial plan. A typical financial plan costs between $2,500–$4,000.For ongoing services, we charge an hourly fee of $250.
Please refer to Who We Serve for more information on what areas a financial plan could cover, as well as a few specific areas of expertise for Pearson Financial.
Ready to Partner with Your Certified Financial Planner (CFP®)?
Pearson Financial also provides investment advice for held-away assets structure as an ongoing fixed fee charged quarterly.
Please see our Investment Management tab for more information.
CONTACT US today to determine how we can serve you!