Our Services
Contour Financial Planning specializes in providing Fee-Only financial planning services and investment advice to individuals and families. We base our client services on the development of a mutual trust, which we view as the foundation and the most important component of our client relationships. Finances are both private and revealing. Your best work and accomplishments will be achieved when you work with a planner you trust to share your financial information with. That mutual trust allows us to give financial control to our clients by providing objective, personal and nonjudgmental financial planning solutions that are realistic and incremental.
Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have —Contour Financial Planning can help you along the way.
To help you reach your important goals, our services include:
● Personalized Comprehensive Financial Planning – In-depth review and analysis of all areas of financial life: income and expenses, net worth, debt, investments, insurance, taxes, retirement, college funding and estate planning.
● Retirement Planning Strategies – Benefit forecasts, costs, distribution evaluation, investment analysis of your current or previous plan with consideration of risk tolerance and time horizon.
● Cash Flow Spending Plan – Budgeting and debt reduction.
● College Funding – Cost estimates, saving options and opportunities and goal development.
● Insurance Planning – Life, disability and health needs analysis.
● Investment Planning – Develop investment plan
sand asset allocation strategies.● Second Opinion on Investments or Current Financial Plan.
● Estate Planning –Review complexities of estate plans and recommend strategies.
● Financial Check-ups.
● Financial Seminars & Educational Workshops.
● Family Planning Meetings – Meet with family to communicate family values, life lessons and tools for following generations.
Two Hour Financial Planning Work Session:
This work session is ideal for those who don’t have a current need for a complete written plan, yet need immediate answers to a financial issue or decision. For 120 minutes you control the agenda. It’s our job to give you as much information as possible during your two hours. Certainly we can’t prepare an elaborate written financial plan in two hours and we can’t go into more than one or two topics. However, this type of “on the fly” financial planning is ideal for those who have one or two financial concerns and need fast and accurate information. When you call to make your appointment, let us know what issue(s) you need to work through. We’ll let you know what to bring so we’re ready to work when you arrive. The two-hour work session is just that—we get right to business and arrive at workable solutions to your financial concern.
We provide timely, unbiased advice to people from all walks of life. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible. We build brighter financial futures! Please call (716) 773-5905 for a complimentary consultation.