Q. What is a Comprehensive Financial Planning Package and why would I need one?
A. A Comprehensive Financial Planning Package is all about you. We start with your needs, your goals, your dreams. You talk, we listen. Then we move through a comprehensive process that looks at a number of things including your assets, your bills, your investments, your insurance, your income, your investments, your retirement plan options and your personal legal papers. Together we will consider a number of options that best match your needs, goals and dreams. You choose the one you prefer, and we work with you to put that plan in place and help you along the way.
Q. What if I just need help with just one aspect of my personal finances?
A. We realize that many people are not interested in a comprehensive financial plan, but are looking for help with one or more aspects of their personal finances. Women's Financial Partners® offers hourly services with no minimum hours or extended contracts required. Commonly requested hourly services include assistance with evaluation of life or homeowners insurance, selection of a health insurance or long term care insurance plan, independent review of investments and asset allocations in your employer-sponsored retirement plan or brokerage account and assistance with starting an education savings plan.
Q. I want to learn how to make my own financial decisions. Can you help?
A. Sure we can! You can contract with Women's Financial Partners® for one or more hours of Internet-based financial education. You will receive hands-on individualized education in your areas of interest, and learn how to use some of the most respected, publicly-available financial tools based on the Internet today.
Q. Can I afford a personal financial planner?
A. Yes! Women's Financial Partners® offers affordable, fee-only services, with no long term contracts, no hidden fees and no account or net worth minimums. It is never too early, or too late, to get the help you need to assist you in meeting your financial goals.
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