INTEGRATED PLANNING SERVICES
For clients, a personalized financial plan illustrates the most effective use of their financial resources so they can accomplish their short- and long-term goals. Each financial plan is developed to reflect a client's unique circumstances. Since each client is unique, there is no set formula that can be uniformly applied.
Parts of a financial plan may include:
- Retirement planning
- Investment strategies
- Estate planning and gifting
- Insurance needs analysis
- Charitable planning
- Inheritance planning
- Divorce settlement issues
- Other issues unique to a client's situation
The process includes:
- Asking relevant questions and listening, to understand our clients' goals.
- Creating and updating a written plan tailored to our clients' unique needs and circumstances.
- Providing financial projections including an appropriate investment strategy.
- Creating an action list that reflects the tasks to be performed to implement the agreed-upon plan.
- Godfrey Financial Associates manages every aspect of implementation.
- Scheduling regular reviews to continuously evaluate the plan so that it remains integrated with each client's broader financial situation.
Our compensation. Financial Advisors can be compensated in several ways. Godfrey Financial Associates, Inc. is a fee-based Registered Investment Advisor (RIA). For integrated financial planning services, our hourly consulting fees are billed at $250 per hour, and will vary according to the requirements of the project.
For investment management services, our fees are adjusted according to the size of a client's portfolio.
