Meyer Financial Planning

Financial Planning Services:

Our goal is to provide effective planning options that can be tailored to the needs of the client.

Hourly- "Just give me an answer!"

Hourly planning is designed for the client looking for help with a specific financial question without a need for an integrated financial plan. Hourly engagements can include consultations on:

Should I invest in a rental property?
Is my portfolio allocation okay?
Is a Roth or traditional IRA the right vehicle?
Should I refinance?
General review of finances

Project Based- "I need a plan..."

The project planning option is designed for the client that desires a full comprehensive plan that covers risk management, estate, tax and investment strategies. Examples of clients who may consider this service include those who are preparing for retirement, a career change or those just getting started.

Retainer Based- " I want to be sure, have the best, and save time!"

This is a wealth management option for clients who have a more complicated situation and who wish to keep on top of their financial situation more regularly than yearly. This is also for the client that wants to have access to Dimensional Funds (DFA) and other benefits. For more information on DFA funds see Dimensional Fund Advisors

MFP Retainer includes:

Development of a comprehensive plan
Deveolpment of an Investment Policy Statement
Model DFA Portfolio's based on client's risk tolerance
On-going help and assistance
Quarterly Reviews

Click here to contact us now for your complimentary, no-obligation meeting.