Services
Comprehensive financial planning integrates all
aspects of your financial life including your investments, real estate,
taxes, and budgets and aligns them with your goals and dreams. McNary
Financial Planning works with each client to develop and implement a
plan that suits your unique needs. As situations change, the process
allows us to make adjustments so you stay on track to achieve your
goals.
Fees
Comprehensive Financial Planning
Most
clients choose to work with us on a comprehensive basis to guide them
to financial independence. During the initial year of our partnership we
meet six to eight times to create and implement the plan. Naturally,
pressing needs may be addressed first but our general process includes:
- Goal Setting
- Budgets and Spending Plans
- Tax Preparation and Planning
- Portfolio and Real Estate Analysis
- Investment Strategy and Implementation
- Insurance Analysis and Review
- Estate Planning Review
- Retirement Planning
- Strategic Business Planning
- College Funding
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| Financial Review
Sometimes
there are only a few issues clients feel are in need of professional
advice. Perhaps it is an evaluation of real estate or retirement
options, investments or budgeting. For these situations we offer a
one-time Financial Review that addresses just these specific issues.
The
Process
When you first contact us, we schedule a 30-minute Introductory
Telephone meeting so you may interview us and, at the same time, we
learn about you, your needs and your goals. The Introductory
Telephone meeting is followed by an in-person Get Acquainted
meeting. There is no charge for this meeting; it is an opportunity for
you to learn more about us and how we work as we learn more about you.
Prior to the Get Acquainted meeting we will provide you with a
planning profile to complete and bring with you, along with additional
information that will help us understand your financial situation.
No
Product Sales
No Commissions
No Referral Fees
No Conflicts of Interest
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