Our Services

AFP offers several services which can be customized for each client’s specific situation.

Comprehensive Financial Management

The CFM service is a fully integrated approach to financial planning that combines the development and implementation of the financial plan to ensure you stand the best chance of achieving your objectives. The firm will design and execute an investment plan based your goals, time horizon, and risk tolerance. In addition we will continue to monitor and rebalance the portfolio and provide performance reports throughout the year. Included in this service is unlimited access to AFP personnel throughout the year, annual updates to your plan, and the firm will coordinate the development of the plan and the ongoing management with your other trusted advisors such as CPAs and estate attorneys. The fee is based on the level of assets managed and the complexity of your situation; the typical annual fee is 0.20%-0.90% of the assets under management.

Financial Check-Up

The FCU service is an hourly service appropriate for clients that need advice on a couple of issues, or perhaps just a second opinion. It can be a customized financial analysis and plan targeting a few areas of concern, or a complete financial plan. We will provide the roadmap for the client to follow; the client will put the plan into place. The fee is based on the approximate number of hours needed to complete the project; the typical fee is from $2,000 to $5,000.

With either service we can provide solutions to: budgeting and cash flow, investments, retirement planning, education planning, estate planning, tax planning, risk management and insurance, and special projects such as real estate purchases, stock option analysis, and business plan development.

Divorce Financial Planning

In a Collaborative Divorce we act as the financial neutral and as such work as an educator/facilitator in all matters relating to the divorce and finance. In our role as the financial neutral we assist the clients in preparing a schedule of assets/liabilities, and of the client’s income and living expenses.  We also provide tax planning advice as it relates to the payment of alimony/child support, advice concerning tax efficient and fair property divisions, and financial projections of future income and net worth. In addition, we can provide advice concerning the division of unique property such as corporate and government pensions, stock options, and restricted stock units. Divorce is a stressful process, but working with AFP as your financial partner will help you arrive at a fair and equitable agreement in a timely and cost effective manner.

Whether you need a financial captain to steer you to your financial future, or just a chart to follow, AFP is prepared to assist you. Call now to schedule a free introductory meeting.

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Azimuth Financial Planning, LLC - 603.373.8793 - info@azimuthplanning.com