We offer comprehensive financial planning to our clients through three service offerings.
- 3-2-1 Financial Review: Three questions. Two meetings. One report. It’s an ideal introduction to working with Yellowstone Financial that results in a customized financial report, and is the first step to ongoing financial planning if appropriate. Clients can ask up to three questions on financial topics including retirement planning, asset allocation, investment costs, tax planning, and other areas. Typical questions concern whether a client is on track for retirement and an evaluation of a client’s investment portfolio. In the first meeting, we explore these questions and other areas of your financial situation. Soon you will receive a customized report and will meet with us to discuss its conclusions. Many 3-2-1 clients continue on to the standard retainer or investment advisory offerings, although there is no client or advisor obligation to do so.
- Standard Retainer: A Standard Retainer provides comprehensive financial planning for a fee. Clients will have several scheduled meetings during the initial year, with the number depending the Client’s individual situation. Services provided may include, but are not limited to: Client Profile and Goals, Portfolio Analysis and Asset Allocation, Portfolio Recommendations and Implementation, Protection Planning, Tax Planning, Tax Preparation, Estate Plan Review, Year-End Review, and Small Business Planning.
- Investment Advice: This offering is for those who want advice focused exclusively on their investments. We evaluate your current investment portfolio taking into account your risk tolerance and goals. Then we make appropriate investment recommendations and implement them with your approval.
Have an appointment soon? Visit our appointment preparation page to see what to bring and send in beforehand.
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