Plan Service Details

Have you been meaning to create a plan so you can work toward achieving the financial goals you desire? With our Plan service, we’ll get to know your needs, goals, and aspirations, and work together to provide you with a clear picture of your current financial life, and action items you can take to better prepare you for your ideal financial future.

How It works

Dive In Deep

We will take a deep dive into your financial details so we can get a comprehensive picture of your financial life. Our collaborative relationship begins by learning what is important to you and uncovering short- and long-term goals you are most passionate about, and where you are in relation to achieving them.


We’ll analyze your complete picture and provide you with a better understanding of your current financial situation in an easy-to-understand format.

State Of Union

In our next meeting, we deliver a State of the Union for your finances. This address is a complete account of what we have discovered, and when we will begin to identify opportunities for improvement.


Next we’ll provide personalized recommendations for your financial journey. We’ll guide you on how to achieve your goals independently or offer implementation options. Take actionable steps towards reaching your financial goals.

Plan Benefits

Client Portal

You will have access to a secure portal, that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.

Equipped for Success

By taking a proactive approach, gain a clear understanding of your financial situation and goals so you’re better prepared to meet them.

Goal Alignment

Ensure your financial strategies are aligned with your short and long term goals, providing a roadmap for success.

Risk Management

Identify and mitigate potential risks, protecting you and your family from unexpected financial challenges.


You’ll have the flexibility to engage a financial planner when needed.

Objective Advice

Objective advice without the pressure of investing assets.

Is Our Plan Offering For You?

Occasional Consultation

Clients who require financial advice on a periodic basis rather than ongoing guidance may find this type of per diem planning suitable.

Specific Financial Needs

Those with particular financial concerns or goals, such as retirement planning, tax optimization, or investment strategies for a specific event, can benefit from targeted, short-term advice.

Budget-Conscious Individuals

Clients who prioritize cost-effectiveness and prefer to pay for financial services only when needed rather than committing to ongoing fees may opt for a shorter term engagement.

Self-Directed Investors

Individuals who are comfortable managing their finances independently but seek occasional professional guidance for specific financial decisions or strategies.

Complex Situations

Clients facing unique or complex financial situations, such as inheritance, divorce, or business transitions, may seek per diem financial planning to address immediate challenges or opportunities.

Testing the Waters

Those considering a long-term relationship with a financial advisor may opt for a short term commitment initially to assess compatibility and the value of professional guidance before committing to ongoing guidance.

Questions we ask:

  • What’s prompting you to seek financial guidance today?
  • What financial goals do you have?
  • How much of your children’s college costs do you want to be able to pay for?
  • At what age would you like to retire?
  • Do you anticipate a change in career or income?
  • Do you have life and disability insurance? Do you carry this coverage through your workplace benefits?
  • Are you able to save money?
  • Are you happy with your lifestyle and current spending?

Questions Clients ask:

  • How much should I invest? How much should I be saving? What should I invest in?
  • How much of a home can I afford to buy?
  • How much money do I need to accumulate in order to retire? Am I able to retire early?
  • How do I compare to your other clients?
  • How much can we spend on a wedding for our children?
  • How much life insurance should we have?
  • I heard long-term care insurance is expensive. What are my options?
  • Doesn’t Medicare cover long-term care?
  • Should I purchase some of the benefits offered to me through my job?

It's Easy To Get Started!

Not Quite Ready Yet. Check Out Our Sample Plan

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Financial Advisors in Woodbury, NY