With You... Through Your Financial Journey


Fee Based Financial Planning

Anneliese can assist you with all of your financial planning needs, including:

  • Budgeting and cash flow
  • Investment analysis
  • Education funding
  • Pre-retirement and/or post retirement planning
  • Group retirement plans
  • Estate planning
  • Business planning
  • Risk management

She can help with all these areas, or just those you need assistance with. An important step in the process is helping you to identify and prioritize your goals. With these in mind, Anneliese carefully designs your personal blueprint, or financial plan, for success. Anneliese is known for the detail and quality of her financial plans. Nothing is an "off the shelf" template. Each plan is tailored to the exact needs and goals of each business, individual, or family. And finally, Anneliese works with clients to implement the plan, or "build the bridge" so that you reach your financial destination!

As market conditions and your business or life situations change, Anneliese will meet with you to review your plan and make agreed upon adjustments. If desired, you can plan periodic reviews. Some clients opt for an update annually, some every couple of years, and others are satisfied with one plan. A review is highly recommended.

Your plan should evolve as you pass through life's different stages. Goals may change from educating children to retirement planning, downsizing your home, or making other changes to your estate. Updating the plan can keep you abreast of new strategies and is usually accomplished at a lower cost.

As with the initial plan, a contract will be prepared with a stated fee for services so that you always know your costs up front.