Personal Financial Planning

Fred Smith Finance offers a broad range of financial planning services, on an hourly fee basis. These include

• Goal setting
• Cash flow analysis and budgeting
• Net worth analysis
• Investment strategies and portfolio analysis
• Tax planning
• Risk management / Insurance review
• Retirement planning
• Estate plan review

We will gladly discuss your project with you, at no charge for the first hour, to determine if there is mutual agreement on the scope of the project.  Then we will give you an estimated range for the cost. 

If you decide to proceed with the project, a deposit is due on signing the engagement agreement, with the balance due on delivery of our report and recommendations.  Currently we charge $180 per hour.