Online Financial Planning And Retirement Planning Services
Putting Together The Best Possible Long-Term Plan For You
My comprehensive advisory process is designed to uncover what is most important to you, personally and financially, so we can put together the best possible long-term plan. We’ll do this through a thoughtful and collaborative three-step approach.
Virtual Retirement Planning Services
Comprehensive Plans To Help You Build And Manage Your Retirement
Accumulator PLAN
A Comprehensive Plan focused on wealth accumulation that aligns with your goals and values
Recommended for:
- Those with more than 25 years until retirement and/or…
- Those with savings and investments less than $500,000
$208 per month
12 month engagement
Builder PLAN
A Comprehensive Plan focused on your dream retirement and the risks impacting your plan
Recommended for:
- Those with less than 25 years until retirement and/or…
- Those with savings and investments greater than $500,000 but less than $1 million
$417 per month
12 month engagement
Preserver Plan
A Comprehensive Plan focused on preservation of wealth and sustaining retirement income levels
Recommended for:
- Those with less than 10 years until retirement or…
- Those who are currently retired and/or…
- Those with savings and investments over $1 million
$541 per month
12 month engagement
Comprehensive Financial Planning & Consulting Services
By keeping pace with any changes in your life, goals, or challenges, we’ll work together to ensure that your personal and financial priorities stay aligned. We’ll aim for a financial plan where every step taken brings you closer to where you’d like to be.
Cash flow management
Tax Planning
Estate planning
Debt management and elimination
Education planning
Tax-efficient, low-cost investing
Retirement income planning
Risk management and insurance
Your Comprehensive Financial Planning Goals
We’ll set out to meet your immediate financial needs, like debt optimization, risk management, and retirement funding, while we determine how you can prepare for other ambitious and meaningful goals like wellness, family, and making the long-term impact you want.
Make smart money decisions
Reduce your taxes over time
Take care of the next generation
Protect your assets from risks
Maximize the impact of your giving
Your Comprehensive Financial Plan: 3-Step Process
Schedule Your FREE Financial Review
David will answer your questions, help you identify red flags and gaps in your financial plan, and give you practical steps you can take starting today.
Get The Right Financial Plan
During our initial meetings, we will work together to develop your Comprehensive Plan by considering your:
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- Goals and values
- Concerns and constraints
- Comfort level with market volatility
- Retirement time horizon
- Current financial situation
- What’s working well/not so well
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Keep Your Plan On Track
Quarterly phone call or virtual meeting to connect and follow-up.
Every Comprehensive Financial Plan Includes:
Asset management (optional) for 50 basis points (0.5%) – discounts available balances > $500K
Anytime access to aggregated financial account information, balance sheet, net worth, and cash flow
Anytime access to robust financial planning tools through the RightCapital app
Communication and cooperation with your Estate Lawyer, CPA or other financial professionals
Anytime text or email questions
I am committed to being with you every step of your financial journey, helping to ensure your financial plan always reflects what’s most important to you.
Schedule Your FREE Virtual Financial Review
Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.
Contact
Branch Office: 5954 E Bay Blvd, Gulf Breeze, FL 32563
Check David's background on FINRA's BrokerCheck
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