Premium Planning

Premium Planning consists of 14 hours of discussions over the course of one year where we will explore and assess your financial condition and goals. We will take a deep dive into multiple key planning areas where you would like to have personalized advice.

Key Planning Areas – Choose More Than One

This consultation includes advice and guidance for multiple key areas below.

"Understand Your Financial Condition"

Identify and understand the financial accounts and holdings you need, what's out of place, and what is not helping you achieve your goals. 

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"Strike a Balance"

Handle the current needs of life AND pursue your financial goals without feeling overwhelmed.

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"Weather the Storm"

Invest wisely, set realistic goals for retirement, and be ready for the volatility of the future.

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"Savings That Last"

Set retirement spending targets you can afford, minimize the risks affecting your savings, and prepare for the unforeseen.

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"Protect What Matters"

Use estate planning to minimize the impact of risks affecting your legacy assets and be ready to provide for your loved ones and cherished causes.

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Additional Financial Planning Areas

You can use this broad list to select one focused area of your financial condition you would like to improve.

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Description

This service begins with a Comprehensive Consultation followed by quarterly, two-hour meetings over the course of one year. My aim as your financial advisor, coach, and accountability partner is to help you to show up and commit!

I’ll help you stay on track with your financial goals and plans. I’ll provide organization, objectivity, proactivity, education, and partnership, as well as hold you accountable for taking the necessary actions to achieve your desired outcomes.

Some of the benefits of having a financial advisor, coach, and accountability partner are:

  • Professional guidance and feedback on your financial condition and decisions.
  • Avoid procrastination and distraction and focus on what matters most.
  • Overcome challenges and obstacles that may prevent you from reaching your goals.
  • Celebrate your progress and achievements with someone who cares about your success.

Here is the step-by-step process for this service: Read More >

Here’s What You Receive

One-Page Financial Plan

A summary of your financial goals and strategies, presented in a single page.

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Asset-Map™

A one-page visual catalogue of all the financial accounts for the household.

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Target Maps

These are tools that show you how close you are to achieving your financial goals and what steps and strategies you need to follow to reach them on time.

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Holistiplan Tax Reports

Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future – to keep your lifetime tax liability as low as possible.

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fpPathfinder Guides

fpPathfinder checklists and flowcharts help financial advisors and their clients navigate complex planning scenarios and make informed decisions.

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Additional Features

Simple Path to Improve Your Financial Condition

Man checking financial status on his mobile

Step 1:

Select a Consultation Service

My services are designed to be flexible and meet your needs. Whether you're looking for a basic evaluation, help with a key area of your finances, or comprehensive financial planning, you'll find it here.

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Step 2:

Understand Your Real Financial Condition

Working together we will determine your financial needs. We’ll assess what is effective or problematic, and what is hindering your progress. With a clear understanding of your financial condition, you can make smarter choices.

Man checking financial status on his mobile

Step 3:

Plan a Better Future

Getting the knowledge and guidance you need from a financial professional is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

David Roberts - Financial Planner and Advisor of Plan For Your Goals

David Roberts, Owner: Plan For Your Goals

You Deserve a Better Future

Affordable financial advice with flexible options that fit into your tight schedule can be difficult to find. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.