Financial planning starts with defining your goals and assessing your current situation. FMP will work with you to formulate and implement a plan, review progress toward your goals, and revise your plan as needed.
A comprehensive financial plan can address your goals for retirement, education funding, debt reduction, tax efficiency, cash flow optimization, investment allocation, and insurance needs.
FMP uses your financial goals as the foundation for our relationship with you. Our team is dedicated to writing, reviewing, and revising your plan until it meets your approval. We recommend updating your plan every few years or after any significant changes in your personal financial situation.
FMP employs several CFP® professionals who work together as a team. Although you will communicate with one dedicated adviser, other team members will contribute their expertise to prepare your plan. This approach elevates the quality of your plan through careful collaboration.
Our financial planning fees depend on the complexity of the client’s situation. Prior to creating your personalized plan, we provide an engagement letter with the fee clearly stated. While you are under no obligation to proceed, we believe you will see the value in our services.
If you are interested in our services, we encourage you to contact us to schedule a free initial consultation. We will discuss your financial planning goals and evaluate how our planning services can address your needs. A sample financial plan will be shared as an example of what FMP provides to our clients.