FEE-ONLY FINANCIAL PLANNING

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WAYPOINTS PROGRAM

 
 

Who says you have to plan all at once?

 

The Waypoints Program provides comprehensive, fee-only financial planning to address a different aspect of your personal or professional financial life each month using a retainer fee model.

 
SEE HOW IT WORKS
 
 

Personal Fee-Only Financial Planning Services

  • Investment Portfolio Analysis / Ongoing Investment Management
  • Financial Plan Development / Goal Setting & Monitoring
  • Cash Flow Planning
  • Debt Review & Assistance
  • Insurance Review
  • Tax Minimization
  • Retirement Analysis & Retirement Income Planning
  • Social Security Optimization
  • Health Care Planning
  • Employee Benefits Analysis
  • Behavioral Finance Guidance
  • College Funding & Planning
  • Estate Planning
 

Professional Fee-Only Financial Planning Services

  • Business Planning & Analysis
  • Business Consulting
  • Business Management Analysis
  • Cash Flow Planning
  • Financial Plan Development
  • Goals Setting & Monitoring
  • Tax Minimization
  • Employer Benefits Analysis
  • Insurance Review
  • Business Continuity
  • Succession Planning
  • Accounting/Bookkeeping Consulting
 

A Monthly Financial Action Plan

Designed Specifically For You 

 

Addressing a different financial planning topic each month

rather than getting overwhelmed all at once.

 
SCHEDULE YOUR DISCOVERY SESSION TODAY
 

QUICK START SESSIONS

 

If you’re not looking for a comprehensive financial plan, Blue Keel can still help you with specific concerns or issues. This can be useful to you if there are only one or two areas of concern, such as reviewing your investments or figuring out a debt repayment plan.

QUICK START SESSIONS: $250/hour

With a QUICK START SESSION, we’ll accomplish three things:

 
  1. Discuss your current financial situation and goals
  2. Identify the issues, concerns and questions that require some guidance
  3. Discuss available options and give you at least one simple step to implement immediately
 

Small changes now in your financial planning habits will lead to big results in the future.

 
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