Why you should choose Lamorinda Financial Planning

Services and Fees

How does it work?

  • Initial inquiry

    Your’re here! Take a look around, then give us a call.

  • Get Acquainted Meeting

    We will get to know each other. Contact us to schedule a time to get acquainted.

  • We take a look at where you are and where you want to go.

    We will be talking about your present and future life and gathering financial data.

  • Analysis and plan formation.

     

  • Preliminary plan review and working

    Through the options for living in the “confidence zone”.

  • Implementing the plan

    and staying in contact to keep the plan on track.

Lamorinda Financial Planning is a Fee-only planning firm.

The cost of a comprehensive life plan can vary depending on its’ complexity.  Generally the cost is in the range of $2,500 – $3,500.  This includes goal planning and financial analysis to develop the plan.

Your Financial Life Plan may include:

    • Net Worth
    • Spending Plan
    • College Funding Plan
    • Current Portfolio Asset Distribution Analysis
    • Specific recommendations for Portfolio Asset Allocation and investment selection changes
    • Life, Disability, Long-term Care Insurance inventory and needs analysis
    • Tax Planning
    • Pension Payout Analysis
    • Social Security Plan
    • Estate Plan

And an overall projected confidence level for meeting your needs, wants, and desires.

Although a comprehensive financial plan can provide the greatest benefits – our flexible business model enables us to limit our advisory services to your topic specific needs such as:

  • Retirement planning
  • Investment analysis
  • Cash management and budgeting
  • College funding
  • Major purchases such as wedding, travel, new home, etc.
  • Retirement – current, near term or way in the future
  • Family gifts and/or charitable giving

Under the hourly fee structure you will be charged $300/hr.

The fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance.

At our Get Acquainted Meeting we will discover the overall cost projection for your particular plan.

So let’s take a look at some of your options, whether a full financial plan or a topic specific engagement, we think you will find this is a refreshingly different style of financial planning.