Personal Financial
Planning Services
Optimize monthly cash flow, Planning for Retirement, Education, Estate, Taxes, and so much more.
When life gives you lemons, adaptable financial solutions are how your money goes with the flow. Providing personally tailored financial plans is the foundation of A La Carte Financial’s approach.
Our financial planning services are customized to your unique situation. We begin by listening to your particular goals, and develop solutions that complement your emotional relationship with money. Together, we will create a plan that works for your current situation and builds a more secure, sustainable future.
With A La Carte Financial you will get no nonsense advice that throws cookie cutter plans out the window!
What To Expect
We like to start with a ‘getting to know you’ questionnaire, these questions seem to really make you think about why we are connecting, and prioritize your most immediate concerns. From there we get together and collect the information needed to get cracking on some solutions.
Here are the steps to our planning process:
Initial Meeting: this is approximately a 90 meeting where we chat about your goals and any obstacles you are currently facing. This meeting is also an ideal time to gather information such as bank statements and assets and liabilities.
Presentation meeting: You will be provided with a full report of your plan along with recommended strategies.
30 day follow up: We will give you a call to follow up on implementation of recommendations and progress made.
Annual follow up: We will touch base annually to discuss any life changes and make adjustments to your plan if needed.
Ongoing Correspondence: If a life change happens, let’s discuss outside of these above guidelines to make sure you keep on track.
