Financial Planning
Our Financial Planning Process
Step 1: Let’s Chat:
An introductory chat may be scheduled when you are ready, no cost or obligation. Connecting virtually or in person we may answer your questions and share our process.
Step 2: Discovery Meeting
As Fee-only financial planners, our interests are aligned in helping you address challenges and better understand all possibilities. We’ll apply a job description to each of your accounts, including timelines. Health and wellness goals are included too.
Step 3: Plan Review Meeting
Your customized plan is a lot like a choose your own adventure book. You determine where you go next. We’ll talk through your choices and help you prioritize action steps.
What Your Plan Can Include
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Cash Flow Management
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Retirement Planning
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Investment Management
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Retirement Income
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Tax Planning
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Insurance Review
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Estate Planning
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Education Funding
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Plan Implementation & Monitoring
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Comprehensive Plan
Updates February to May
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Regular Communications
Have a question, challenge, or opportunity to discuss, we’re available.
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Semi Annual Review
Additional planning September to November.
![newsletter speech bubble icon](https://b1537615.smushcdn.com/1537615/wp-content/uploads/2020/10/newsletter.png?lossy=1&strip=1&webp=1)
![newsletter speech bubble icon](https://b1537615.smushcdn.com/1537615/wp-content/uploads/2020/10/newsletter.png?lossy=1&strip=1&webp=1)
Email Newsletter
Annual shareholder letter in January with quarterly newsletters on a variety of topics.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Flowerstone Financial are not affiliated. Cambridge does not offer tax or legal advice.
![small-logo-white Flowerstone Financial Logo](https://b1537615.smushcdn.com/1537615/wp-content/uploads/2019/10/small-logo-white.png?lossy=1&strip=1&webp=1)
![small-logo-white Flowerstone Financial Logo](https://b1537615.smushcdn.com/1537615/wp-content/uploads/2019/10/small-logo-white.png?lossy=1&strip=1&webp=1)
1900 Reston Metro Plaza, Suite 600
Reston, Virginia 20190
Give Ryan a Call: 571-489-7181
Give Taylor a Call: 571-489-7186
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Flowerstone Financial