Financial planning is the process of reaching your life goals through the proper management of your finances. Your goals may include buying a home, saving for your child’s education or planning for retirement.
Kristine offers hourly, fee-only financial planning on the following topics:
- Budgeting/Cash Flow Planning
- Debt Management
- Investment Review
- Saving for College
- Saving for Retirement
- Insurance
- Taxes
Financial planning is perfect for people who need a comprehensive financial plan, an investment review, a plan for saving for college or a second opinion on their current financial plan.
Investment: $750-2,500
Financial Consulting
Are you just getting started on your financial course? If you’re a beginning investor, recent college graduate, new employee, or a young couple just starting on your financial journey, you probably have lots of questions about personal finances, but you may not need a written comprehensive financial plan.
The financial consultation is a verbal consultation (no written plan) and is perfect for beginners, recent college graduates, young newlyweds, young professionals, young solo-professionals.
Investment: $150-600
Financial Coaching
Financial coaching is for people who need continual support and motivation to meet their financial goals.
Athletes, top executives, and Hollywood stars all use coaches to help them perform at their absolute best. A personal financial coach can provide the same type of ongoing advice, support and accountability to help you reach your financial goals.
Financial coaching is available in weekly, monthly, or quarterly sessions, and can be done in person, by phone or via email.
Who: Anyone who needs ongoing advice and support
Investment: $150 per hour
Income Tax Preparation and Planning
As a CPA and a Certified Financial Planner, I provide income tax preparation as well as income tax planning in addition to the financial planning services above.
Because I am a financial planner, I am continuously searching for planning opportunities whether I’m preparing your tax return or providing tax planning advice.
Investment: varies based on complexity of tax situation
Coming Soon!
In addition to financial planning, consulting and coaching, we will be offering ecourses, ebooks, audio, and other self study tools for your use.
Topics covered will include:
- Investing
- Saving for retirement
- Saving for college
- Taxes
- Debt management
Have a question or topic not listed? Send us an email! We’ll be happy to create a product perfect for your needs.
All financial planning services are offered through Beacon Financial Advisors, LLC.
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