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Four Ponds Financial Planning specializes in providing hourly,
as-needed financial planning and investment advice to individuals,
families and small business owners. For additional detail, see our
fee schedule.
Financial Planning
Most clients engage Four Ponds Financial Planning on a limited, as-needed basis for financial planning advice. A written financial plan with recommendations and an action plan are prepared as part of this service. Typical engagements may cover the following:
- Retirement Planning
- College Savings Strategies
- Investment Selection
- Portfolio Reviews
- Second Opinions on Current Financial Plans
Investment Management
For clients seeking ongoing investment advice, Four Ponds Financial
Planning provides nondiscretionary investment management services.
This service includes portfolio design and ongoing investment review,
analysis and recommendations. The cost is based on the firm’s
normal hourly rate.
Long-Distance Planning
A service utilizing web-conferencing technology to work with clients
from a distance. Appropriate for those comfortable working online
or who do not have access to a fee-only financial planner in their
area. All services mentioned here are available via long-distance
financial planning.
Small Business Retirement Planning
Four Ponds Financial Planning provides small business owners with assistance setting up retirement plans appropriate for themselves and their employees. Options includes SEP IRAs, SIMPLE IRAs and small business 401(k) plans. This service includes retirement planning and investing seminars for employees.
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