Schedule an Introductory Call

 

Before you schedule a call with us, it might help you to know what type of clients we do our best work with. We would be a good fit if you are looking for a long-term relationship with a trusted professional because some or all of your income comes from self-employment or contract work and you need help with some or all of the following:

  • Cash flow planning for your income stream, spending and estimated taxes

  • Emergency needs and safety net established in high yield savings account

  • Budgeting around your core values 

  • Life possibilities explored and what you can do to financially to prepare

  • Retirement aspirations established and what you need to move towards those

  • Tax planning for you specific situation

  • Setting up the correct retirement plan

  • Moving investments to low cost, high quality investment models for your goals 

  • Comparing W-2 with 1099 self-employment

  • Risk analysis: implementation of appropriate insurance levels: life , disability, medical, etc

  • Estate planning defined and help implementing

 

North Park Financial Planning’s services are comprehensive, including both financial planning and investment management on an ongoing basis.  If you don’t fit into our ongoing fee tiers, we offer monthly financial planning to a limited number of clients with income less than $150K and Net Worth less than $250K.  We intentionally limit the number of clients we serve so that each client gets the personalized attention and implementation help necessary to build their wealth around their own set of unique values.

 

If you would like a different type of engagement, a great next step is to visit letsmakeaplan.orgxyplanningnetwork.com, or napfa.org/find-an-advisor. Here you will be able to find a CERTIFIED FINANCIAL PLANNER™ professional that fits your needs more appropriately.

© 2018 by North Park Financial Planning. All rights reserved.

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