Comprehensive Financial Planning & Investment Management

After hearing your goals and dreams (and we will ask you to dream!), we’ll take a look at your current financial picture and create a game plan to reach your goals. 

Our Financial Planing Services Include:

• An initial assessment of where you are

• A truly custom financial plan with action items 

• Investment portfolio and ongoing investment management aligned with your goals

• Your own secure financial site where your whole financial world is in one place

• Annual progress reviews, making adjustments as needed

• Ongoing care to manage life changes or transitions as well as how updates to the law affect your plan 

• Reminders to keep you on track (we are proactive!)

• Ongoing access to your financial planner

You can trust Townsend Financial as a member of your team. You’re the CEO of your life and we’re like your CFO; here to advise, lay out investment strategies and assist with other financial decisions based on our knowledge and skill set. 

We’re a thinking partner you can turn to with questions or ideas; we’re your advocate in the often-complex world of finance. We’re Your Personal CFO.

Rates Starting At:

Annual Planning Fee is based on net worth and complexity with a minimum of $20,000/year.

Most clients pay between $20,000-$40,000.

Note: Net worth excludes primary residence, business valuation and rental properties. Complexity riders may apply.

Townsend Financial Planning - More than Traditional Financial Advice

Typical financial advisors help their clients with investments. At Townsend Financial we do that and much more: