Hourly financial planning
Advice and guidance on your terms
Our financial planning process
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We start by getting to know you and your current financial picture. We'll talk about things like income, savings, assets and liabilities. This helps us understand your unique situation and what matters most to you.
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Together, we'll explore your financial dreams and aspirations, turning them into clear and achievable goals. There are no wrong answers here. We consider what's important to you and create a timeline that feels comfortable.
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We take a careful look at where you are now compared to where you'd like to be, keeping in mind your comfort with risk and the current financial landscape. This helps us come up with ideas tailored just for you.
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Once we've agreed on a plan, we put it into action. This might involve tweaking your investments, suggesting tax strategies, or planning for the future of your estate. It's all about taking steps toward your goals.
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We'll check in regularly to see how things are going and make sure we're on track. If life throws a curveball or the markets shift, we can adjust your plan to keep it working for you.
Start from scratch
We’ll work with you to build a financial plan from the ground up. We’ll start with an introduction to learn more about each other and make sure Flying Point Advisors is a good fit for you. During our financial planning process we’ll conduct a deep dive into where you stand today. We’ll help you determine life goals, develop financial milestones, and build a vision for what is possible. Afterwards, we’ll tailor a financial plan specific to you. Finally, with the building blocks in place, we’ll work together to implement your plan.
New clients will meet with us several times to work through discovery, goal setting, and analysis phases. Once the initial plan is complete, we’ll work with you to put your plan to work and to fine tune as needed.
Custom engagement
Some clients have specific questions or come to us with a particular project in mind. It could be a one time review of an investment portfolio, or a detailed analysis of a particular investment being considered, or a consultation on specific tax issues. The possibilities are endless.
If you have specific questions or concerns, we can develop a custom engagement and analysis to fit your needs.
Timelines will vary depending on the scope of the engagement.
Build a plan that works for you
Whether you are starting from the very beginning or you need guidance on a specific topic, Flying Point Advisors can help. At $300 per hour, you pay only for the guidance you need.
