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

Creating a financial plan is half the picture, the other half is implementation and monitoring. Plans shift, choices emerge, life moves quickly. Goals will naturally change over time as we change. That’s why our client service calendar was created to keep us in touch by updating your plan annually

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.

Schedule a Chat with Ryan

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

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.

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)

1900 Reston Metro Plaza, Suite 600
Reston, Virginia 20190

Give Ryan a Call: 571-489-7181
Give Taylor a Call: 571-489-7186

Email Us

Flowerstone Financial