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We listen. We meet you where you are. We help you meet your financial goals.
“Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances”
– CFP Board, Code of Ethics
We Help You With Your Planning Needs
We Offer customizable services to help you make progress on your financial goals.
Financial Planning Can Help You…
Identify, quantify and prioritize your financial goals
By providing analysis and recommendations for major financial decisions
Identify and understand which strategies can help you achieve your goals
Understand the probable outcomes of the path you are currently on
Create peace of mind regarding your financial future
Document and organize your financial information
Financial Coaching Can Help You…
Create a budget that is within your means and sets you on track to establishing a strong financial foundation
Build a plan to prioritize your debt and pay it off faster
Identify ways to improve your credit score
Have accountability for your financial decisions
Financial planning in accordance with your unique goals will allow you to keep your finger on the pulse of your retirement. Watch this short video to learn more about your own financial planning website.
What are the Fees?
A2Q Financial Planning was established with the goal of providing comprehensive financial planning services to individuals and couples across the income spectrum without selling them any products or charging investment management fees in order to cover the cost of planning. Our fees are for our planning analysis and advice only.
We use a sliding scale to assign a fee to each engagement. The scale is intended to factor in a client’s complexity based on the level of their net worth, the characteristics of the assets they own and their family structure. We work with our clients to develop a payment plan that works with their monthly budget.
