Comprehensive Financial Planning.
Comprehensive
Financial
Planning.
Receive advice with your best interests in mind.
Our Comprehensive Financial Planning Service.
How much money do you have? How much money will you need? How much tax will you owe? These are all questions we help you answer when completing a Comprehensive Financial Plan. We work off of your own short-term and long-term financial goals to assess your current situation and help you plan for next month, next year, next decade, and beyond.
What this service includes:
We have Goal Focused Discussions
Full discussion regarding the client’s short-term and long-term financial goals, including the client’s personal values, current pain points and immediate needs.
Your Financial Situation Analysis
Analysis of the client’s entire
current financial situation.
Your Comprehensive Financial Plan
Completion and delivery of a comprehensive financial plan that includes cash flow management, investment planning, tax planning, retirement planning, risk management and insurance planning and estate planning, all done to match the client’s goals and values.
Business Owner / Investment Planning
For business owners or owners of income properties, we will plan for specific needs around cash flow management, tax planning, risk management, and estate planning.
We Explain Your Plan & Answer Any Questions
A one-hour call with a financial planner where the completed plan is delivered and explained in full.
Post Plan Guidance
Three months of access to a financial planner to provide assistance with full understanding of the plan and guidance for implementing various items on the Next Steps list, including two scheduled follow-up calls.
The Benefits as a Result of our Comprehensive Financial Planning.
Reduce the anxiety felt from not being in control of your financial life by gaining a complete understanding of where you are now and where you’re going.
Gain more confidence in making financial decisions.
Eliminate the horrible feeling of not knowing what you don’t know regarding money.
Reduce the mental weight caused by debt.
Sleep better.
Fully Transparent Pricing. Zero Hidden Fees.
Individuals
$2,395
Monthly Retainer: $35/month
Household (Two Partners)
$2,895
Monthly Retainer: $55/month
Business / Investment Property Owners
$3,395
Monthly Retainer: $75/month
Keep Us Close. Consider a Monthly Retainer.
Have ongoing access to a financial planner for advice and assistance with your finances.
Discuss major purchases prior to making them to see how they will affect your cash flow and the ability to achieve your future financial goals.
Discuss life changes such as a job change, marriage, divorce, birth or adoption of a child, inheritance, starting a business, etc. and see how those changes will affect your financial goals with assistance in planning for them in advance.
Get help with seemingly minor financial decisions as they arise rather than making an unconfident decision or waiting for “something more important” to come up before asking for help.
Three annual guaranteed touchpoints scheduled with a financial planner to update short-term and long-term financial goals, review the progress of your plan, and update investment or debt repayment projections.
Why Our Clients Trust Blue Spruce Financial.
Laurie M.
Individual Financial Client
I want to thank you for changing my life. Sounds so corny, but it’s true.
Your time and effort in putting together a financial plan for me has made a huge impact. Peace of mind is the best feeling, and the timing could not have been better with interest rates and costs for everything just going up and up.
Vanessa L.
Household Financial Client
You have taken the time to understand our financial goals and have created a plan that works for us. My spouse and I have vastly different risk tolerances and financial knowledge. With other companies and advisors, we never felt their cookie cutter approach really fit our family’s needs and goals. What you have created for us is a plan that is suited to our family’s needs, backed by a planner who listens and is easily accessible.