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.

Plan Implementation

Flowerstone Financial limits planning engagements to 75 households so we remain accessible. This boutique approach allows us to accept new clients now before creating a waitlist.

We serve families and professionals that have financial complexity and time constraints. We do not have asset minimums, but we do require complexity minimums. This allows clients to benefit from our strategy sessions and ongoing communications.

What Your Plan Can Include

Cash Flow Management

Retirement Planning

Investment Management

Retirement Income

Tax Planning

Insurance Review

Estate Planning

Education Funding


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Plan Implementation & Monitoring

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Comprehensive Plan

Updates February to May

Regular Communications

Have a question, challenge, or opportunity to discuss, we’re available.

Semi Annual Review

Additional planning September to November.

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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.

Cambridge’s Form CRS (Customer Relationship Summary)

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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