Financial Planning Services
We believe that the best way to begin is with a complimentary Get Acquainted Meeting which generally lasts about one hour. This provides an opportunity for us to meet, discuss your current situation, and see if there is a comfort level that will allow us to work together.
For most women financial planning is one of the most important things they can do to improve the quality of their life.
At the Get Acquainted Meeting we will discuss your financial concerns, determine the scope of the potential financial planning engagement, and calculate the fee for the services needed.
If you decide to work with us we will prepare a detailed financial plan or roadmap tailored to your unique situation. This will consist of a series of one-on-one meetings, phone calls and emails.
To begin, the advisor conducts an initial interview and gathers data to assist the client in determining specific goals and objectives. The advisor then prepares an analysis of the current situation and possible future scenarios, when appropriate. Next, the advisor presents the analysis and a written summary of the significant observations, assumptions and recommendations over each area that the advisor was engaged to provide service. Stonebridge Financial Advisors, LLC charges either a fixed or hourly fee for financial planning services. Fees depend on the number of hours involved.
If you choose to work with us, we will need to gather the information and documents necessary to prepare your financial plan. The list of Initial Meeting Documents will help you assemble the information we need to get started. Please bring those documents along with a completed copy of the Confidential Questionnaire to our next meeting.
Once we have completed the financial plan, the client may engage Stonebridge Financial Advisors, LLC to provide ongoing investment management services. We will design and implement an investment portfolio and provide ongoing investment management services on a "Fee-Only" basis. The client will be charged an Asset Management Fee based on the market value of the assets managed.