Select from our three service options based on your needs:
Open Retainer Agreement
Adapting to You and Your Needs
An Open Retainer Agreement is the most comprehensive package we offer at Lakeside Financial Planning. While on retainer, you can meet or speak with us as often as you like without facing any additional fees. We’ll cover all aspects of your financial life from debt management to taxes to investment allocations and more. To simplify things, we’ll break your financial plan down into small parts with each meeting covering a specific topic. After our meeting, you’ll receive an outline with detailed instructions on any outstanding items. To accommodate for your busy lifestyle, we offer phone, virtual, and live meetings.
MAKING YOUR PATH FORWARD CLEARER
Our Investment Management services are designed for those seeking professional management of their retirement portfolio and/or taxable brokerage account. With this option, we will meet once per year to discuss your goals and work together to determine your tolerance for risk. Then we’ll develop an Investment Policy Statement that clearly defines the investment objectives and policies of your portfolio. Your portfolio will be regularly monitored and re-balanced annually or as needed based on changing goals or shifting market conditions.
Financial Snapshot Review
Take the Reins with DIY Financial Planning
A Financial Snapshot Review is a one-time engagement designed for do-it-yourselfers looking for recommendations on specific financial questions. The Review consists of a two-hour assessment of up to three financial planning topics selected in advance by the client. During our meeting we will re-confirm your three “most pressing” financial planning questions and get to work answering them. You will leave the appointment and within a week you will receive a written report that summarizes the findings, recommendations, and steps to take to reach your goals.