What is the FSA Next experience? 

Step 1: 30 Minute Consultation – Complimentary
Our first discussion gives us the opportunity to get to know each other.  We do an assessment of where you are relative to your short and long term goals.  We listen to your concerns, ask a lot of questions, and try to gain an understanding of how we can add value to your current situation.

Step 2: Personal Financial Analysis (PFA) – $1,500
The PFA is an in-depth analysis of your financial situation. Together we will evaluate the likelihood of you hitting your financial targets. If adjustments need to be made, we can assist in developing a strategy to get you on track towards achieving those goals.

Our areas of specialization include:

  • Budgeting
  • Cash Flow
  • Retirement Savings
  • Debt Management
  • Investment Allocation
  • Education Savings
  • Survivor Needs
  • Basic Tax Planning

Step 3: Ongoing Coaching and Investment Management – $1,800 per year + 1% of Assets Under Management
Younger individuals generally experience a number of transitions both personally and professionally.  The choices you make during this time will dictate the lifestyle you will be able to live throughout the course of your life.  Once you complete the PFA, we can provide you with ongoing access to your personal financial advisor who can help you navigate these changes and aid in decision making.  In addition to having your “coach” as a part of your team, you may receive the following services:

  • Investment Management
  • Regular PFA Updates
  • Access to Your Online Financial Plan