Services ~ Financial Planning
Highly respected fee-only financial planning services
Effective financial planning starts with an understanding of
your goals for life and a detailed analysis of your financial
situation. At Ames Planning, we begin with in-depth discussions
with you on your personal objectives before we create a strategy
designed to help you reach your goals.
Comprehensive financial planning strategies
Whether or not you have investments, a well-conceived financial
strategy is critical to meeting your objectives. After carefully
reviewing your goals and financial situation, we discuss each
aspect of your planning in easy-to-understand terms to simplify
your decision-making.
Your individualized financial planning considers:
- personal cash flow and debt management
- asset allocation and investment management
- risk reduction strategies and insurance options
- tax planning
- retirement and/or college savings
- transferring wealth to family
- estate planning
- charitable giving
Upon your approval, we assist you in carrying out your plan in
every detail.
Through ongoing conversations with you, we stay attuned to your
life changes, identify opportunities, alert you to issues and
recommend adjustments to your financial life plan as needed to
help you achieve your goals.
Integrated financial planning services
To ensure that your financial planning is completely integrated
and properly addresses legal and tax issues, we consult with your
attorneys, accountants, tax professionals and others. We can also
recommend qualified professionals to assist in this process.
These integrated financial planning services give you — and all
of your advisors — a thorough understanding of the ramifications
of your financial decisions.
Independent financial planning advice
As fee-only CERTIFIED FINANCIAL PLANNER™ professionals, we provide
truly objective financial planning advice. Our team of advisors
works together in reviewing your situation and making recommendations
for continuous improvement in your financial situation.
Contact us to discuss a personalized
financial plan designed to meet your objectives.
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