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Financial Planning with Investment Management

Step One: Initial Phone Meeting

  •  A 15-minute phone call to see if we are a good fit

Step Two: Discovery Meeting 

  • Building your Life Map

  • Review of your financial statements and tax return

Step Three: Second Opinion Meeting

  • Presentation of your Life Map, your goals, and values

  • Feedback on financial statements and tax return

  • Mutual commitment 

  • Account opening and transfers, if applicable 

Step Four: Financial Plan Implementation Meeting 

  • Meeting with your financial team, CPA, and attorney

Step Five: Ongoing Progress Meetings

  • Continuous Dynamic Financial Planning because life is ever-changing

Investment Management is a subset of our Consultative Financial Planning Process. At Contemporary Financial Planning, we will create your portfolio that's aligned with your ambitions, aspirations, and values. Let us design an investment portfolio around your financial plan so that you can concentrate on what is most important to you.

Socially Responsible Investing, SRI available. 

We don't have proprietary products and we are fee-only. A fee-only financial planner is paid directly by clients for our services, be it a flat fee, hourly rate, or a percentage of assets under management. Our fee-only pay structure means we do not receive commissions or other payments from the providers of financial products we recommend to clients. 

Consultative Financial Planning Process 

Investment Management

Fees for this Service

Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:


Pricing Chart

The fees listed on this page are for your convenience. Please refer to our ADV Part 2A/2B, Item 5 for detailed information regarding the exact fees you will be paying. Even though we give advice on insurance, please note by choice, we do not sell any insurance products as it could be a conflict of interest.

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