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SERVICES & FEES

Comprehensive Financial Planning
My practice is based on establishing long-term relationships with my clients. I am a fee-only planner. I don’t sell products, I don’t receive commissions, and I don’t accept referral fees. This allows me to avoid conflicts of interest that might otherwise interfere with the objectivity of the financial advice I provide.

My fee is a retainer that is based on a calculation taking into account your annual income, your assets and liabilities, and the overall complexity of your financial situation. When you hire me, you benefit from open door access for
whatever financial issues arise and
from knowing that I’ll contact you to let you know where there are changes in tax laws or other aspects of your

 

 

 

 

 



finances that we need to discuss.
We have a series of meetings throughout our first year of working together that is designed to integrate all the financial aspects of your life.

Meetings include:
  • Budgeting
  • Record Keeping
  • Tax planning
  • Portfolio Analysis
  • Investment Strategy
  • Investment Implementation
  • Insurance Review
  • Estate Plan Review
  • Goal Setting
  • Business Planning
  • Additional Financial Topics
    As Needed














Working together we develop appropriate goals for your retirement, your children’s college funding, vacations, starting your new business, or whatever is important to you. Often, once you know where you’re going and what the money is for, you actually reach those goals faster.

Financial Tune-Up
Sometimes there are only a few issues that you feel are in need of professional advice. Perhaps it’s an evaluation of your existing investment portfolio or a review of your retirement options, real estate, or budgeting. For these situations,
I offer a Financial Tune-Up. Should you decide within the year you’ll like to work with me for comprehensive
financial planning my fee is applied toward your first-year retainer fee.

 

McNary Financial Planning, LLC is a Registered Investment Adviser with the state of Colorado. The firm may serve clients in Colorado and in those states in which it is exempted from registration. McNary Financial Planning, LLC provides fee-only comprehensive financial planning to individuals, couples, families, and small business owners of all income levels who want to improve the quality of their lives through financial security. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. McNary Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.

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