Adam Frank, CFP® is a fee-only Financial Planner and Registered Investment Advisor.
Adam Frank, CFP® is a fee-only Financial Planner and Registered Investment Advisor.
We’ll get a sense of where you are, what you want to achieve, and how to help you get there.
“Finances” doesn’t mean just one thing for most — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
We’ll do a deep dive into the following over four sessions to figure out your specific goals and establish a plan to achieve them: Budgeting, Taxes, Investments, Retirement, Insurance, and Estate Planning. This may also include planning for Business Ownership, Education and Charitable Giving.
$750 - $2,500 per person.
Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. Most clients want continued support to help them implement their plan, monitor their performance, and achieve their goals efficiently. Schedule one-hour meetings via phone or video, or text or email questions. As often as you need up to four hours per month.
$2,100 - $5,000 per person per year.
If you have a plan you’re implementing yourself and want one-off sessions to tackle something specific, book a session when you need.
As you can see from the price ranges above, I offer a sliding scale based on the complexity of your situation—number of people, business ownership, investment accounts—and net worth. What exactly IS net worth? Your assets (what you have) minus your liabilities (what you owe). This number acts as a benchmark for your financial position. A lot of people start with a negative net worth due to high debt and low assets. The goal is to get your net worth positive and then high enough for you to retire. It’s an incentive for everyone to perform and improve your position.