Financial Planning

At Redwing Financial, we do not believe that everyone has the same financial needs, and therefore, are likely to have unique goals when seeking out a financial planning engagement.

While we do offer a standard Financial Snapshot package, complete with personal household income/expense analysis, budgeting, retirement review, review of Social Security benefits, insurance review, investment risk assessment, investment analysis and review, goal-setting and planned funding options, and, when appropriate, planned educational funding, we also offer a wide range of custom planning packages.  These custom-designed packages are not meant to be ongoing, but rather for the expected term of the engagement, which is estimated at the outset of the agreement.

 

In addition to prepackaged financial planning engagement options, we also offer customizable, a la carte planning and coaching options, as well as a Retainer of Service package for unlimited ongoing financial advice.