Our Solutions

Ongoing Financial Planning and Advice

One-on-one consultations with me, a financial planner well-versed in the needs of the disabled community.

By paying on a monthly or quarterly basis, each client receives continuous access to Haystack Financial Planning. This access includes:

  • Financial plan design – including a written or electronic report providing a detailed financial plan designed to achieve your stated financial goals and objectives

  • Plan monitoring – to include phone call and email updates of progress, per the client’s preference

  • Recommendations – plan adjustments based on the client’s goals

  • Periodic review – of analysis and potential changes or recommendations

  • Semi-annual review – to include updates throughout the year based on your needs

 

Project-Based Financial Planning

Sometimes, ongoing planning is more than you need. I offer various options to meet your needs and interests.

Options include:

  • Financial plan design as a one-time engagement

  • Two-hour review of up to three financial planning topics* of your choice

  • Financial planning on an hourly basis

*Financial planning topics may include:

  • Net worth

  • Cash flow

  • Insurance needs

  • Credit scores and reports

  • Employee benefits

  • Retirement planning

  • Personal investments

  • College planning

  • Estate planning

 

Investment Management

I can open an investment account for you and work together to manage it towards your goals.