Free Financial Consultation Agenda
- Getting Started
- What is on your mind and what brought you to us?
- What are you looking to accomplish? (specific goal or help identifying a goal)
- Have you worked with a Financial Planner (or other advisor) before?
- How confident are you in your current strategies? (Investment, Tax, Insurance, etc.)
- What are the services and costs*?
- Integrated Financial Planning - Would you like some clarity on your complicated financial picture? You get an Integrated Financial Plan covering all aspects of your financial life
- Includes reviews of your Investments, Cash Flow, Insurance, Retirement & Estate
- $1,000 onboarding & $3,000/yr for Individuals or $3,600/yr for Couples (paid monthly)**
- Investment Management - Do you need help managing your investment accounts?
- We create a personalized investment strategy and manage your portfolio for you
- We handle Investment Reviews, Asset Allocation, Account Location and Tax Coordination
- Annual fee based on Assets Under Management (fee schedule)**
- Tax Preparation - Do you want us to complete your tax returns?
- $600 for Individuals and $900 for couples, increasing with complexity
- What is the Financial Planning process?
- Month 1: 2 Meetings where we Onboard, Organize and Prioritize
- Months 2 to 4: Monthly Meetings - Get things done! (Cash Flow, Tax & Investment Recommendations)
- Months 4+: Annual Meeting Calendar - review and evaluate as life changes
- We are always available if/when there is something you would like to discuss
- What are our next steps if we want to move forward?
- Schedule your Onboarding meeting here
* Fees increase based on complexity
** 50% discount for Financial Planning clients with >$500k who also utilize Northbrook’s Investment Management services. Financial Planning is included for Northbrook Investment clients with assets over $2M.