Fee-Based
Financial Planning
Services
Through fee-based financial planning, we take a consultative approach, offering personalized advice on cash flow, investments, risk management, tax strategies and retirement.
The Estia Focused
Financial Planning Process
Onboarding
We have already determined the purpose of your financial plan in the introductory process, today is about getting organized. We will address final questions, welcome you to your financial website, and take care of necessary paperwork to get started.
Analysis Session
We will provide an in-depth analysis of your current situation, highlighting strengths, threats, and opportunities. This is an interactive session as we present our initial ideas, we want your thoughts and feedback.
Recommendation Session
Building off our previous conversation, we will tailor our recommendations to align with your vision of financial success by delivering a step-by-step action plan. Our goal is to simplify your financial situation in the following areas: 1) Cash flow and income planning 2) Risk Management 3) Income Tax Strategies. 4) Investment Strategies
Implementation Session
Come prepared with questions and areas you would like our assistance with the action plan. Discuss our role in serving as your accountability partners.
Seasonal Service Model
After delivering and implementing the action plan, we will enter regular check-ins with our seasonal service model.
Get into a solid relationship
with your goals
Estia Focused Financial is about long-term client relationships: we offer advice that fits your values and priorities.
Our process is guided by your purpose. Before we get into the numbers, we want to understand your Why, and craft a personalized financial plan that fits your life.
Areas We Support You
The genius of a successful financial plan lies in assembling the right team. Maximize your success with a professional financial planner who can provide guidance on investment opportunities, cash flow management, realistic goal setting, and risk management. Products and tax laws are always changing—having a knowledgeable financial advisor on call means you never miss an opportunity.
