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Christine A. Centeno, CFP, MS

Simplicity Wealth Management, LLC

2400 Old Brick Rd. Suite C35

Glen Allen, VA 23060

(804) 286-4910

Email Christine

©2019 by Simplicity Wealth Management, LLC

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ONGOING FINANCIAL PLANNING

Starts at:

$1,250 per quarter

(Annual retainer, billed quarterly)

This service offers a thorough and extensive examination of your situation and the development of a customized Financial Plan. Everything—including our conversations—is driven by your goals and your objectives. I’ve provided a list of some of the topics that could be included in our discussions.

 

This list is not intended to be 100% comprehensive. Rather, it is intended to demonstrate how holistically I work with you. You may have concerns that are not included in this list. Not to worry, I will help you with other issues as well.

Book a Call

1

Create your Plan

2

Take Action & Achieve your Goals

3

What You Get
  • A comprehensive Financial Plan covering all aspects of your life and goals.

 

  • Guidance for implementing all recommendations,

 

  • Secure online access to your financial plan and all recommendations.

 

  • A client portal where you can see all your finances in a single location.

 

  • Proactive contact- I'll contact you to set up your next meeting.

 

  • Expect 3-4 Meetings during the first quarter of being a new client (described above).

 

  • Quarterly meetings thereafter with a clear purpose and focus.

 

  • Refining, Updating, and Monitoring of your Financial Plan.

 

  • On-demand decision making and support via conference calls, meetings, and emails as new questions and goals arise.

 

  • Referrals to other trusted professionals when requested.

 

  • Coordination with your attorney and CPA where necessary.

See a Sample Year 1 Calendar

Cash Flow & Income Planning

 

Retirement Planning

 

Major Purchase Planning (Home, College, Travel)

 

Investment Advice

 

Life, Health, Disability, and Long-Term-Care Insurance Review

Estate Planning

Social Security Strategies

Employee Benefits Review

 

 

 

Pension Analysis

Stock Option Plan Review

Tax Efficient Saving and Investing

Gifting and Charitable Planning