There are thousands of Financial Planners to choose from.
Why choose Penelope?
First: Free initial consultation with no obligation: I welcome you to come to my office for a free, no obligation initial consultation so we can see if we are a fit.
Second: You talk. I listen. I listen to you as you discuss your concerns, worries, values and goals and these guide me in preparing your financial plan.
Three: Ask questions. I want you to know how your assets and your choices are helping or harming you, so I encourage your questions.
Four: Fee –stated clearly. At the end of our first meeting where I gather the information about you and your assets, I will set the fee for your comprehensive financial plan.
Once you and I become a team, you can continue the conversation by email, phone or fax for the whole year. No additional charge.
Fee based plans range from $3,000 to $10,000 for the initial report and a year of support. Annual reviews average $300 to $2,000.
Five: Focused question. For a specific question that does not require a full financial plan the fee will be set for that project.
Six: All 50 States: Because I am registered with LPL Financial in all fifty states, if you move, we can continue working together.
Seven: Medicare, Social Security, Long-term care, and Medicare related insurances: A discussion of all these is covered in your plan.
Let’s create a strategy for your assets, values and health.
Contact me through the Contact form (click here) or give me a call at 800 631 1970. There is no obligation.