FINANCIAL PLANNING

 

PHILOSOPHY: GOALS-BASED FINANCIAL PLANNING

Financial Planning is the process that matches your financial goals to the resources that you have available. We believe it is the engine that helps you make the most of the important financial decisions in your life, as one decision ultimately has an impact on all of the other facets of your financial picture.

 

FINANCIAL PLANNING SERVICES

Bigelow Investment Management Clients:

All clients that have an Investment Management relationship with Bigelow can receive financial planning services as an added service at no additional cost. We believe that investing and planning should be considered simultaneously to have the best outcome. Your plan will be updated periodically.

Stand-Alone Financial Planning Services:

Our financial planning services are available as a stand-alone service without an Investment Management relationship. We will work with you to define the scope of your engagement and discuss the specific service that will be offered. You can typically expect:

  • Initial plan creation
  • Updates and revisions to the plan on a periodic basis
  • Access to your planner throughout the year as needed
  • Periodic communication from Bigelow regarding relevant financial planning topics

THE FINANCIAL PLANNING PROCESS

Bigelow begins the financial planning process with an understanding of your goals and personal financial circumstances. From there, data is gathered and analyzed, and we discuss your current financial situation. We then develop and present our recommendations that may improve your situation.

PRICING

Bigelow Investment Management Clients:

No additional cost. The services are included in your Investment Management package.

Stand-Alone Financial Planning Services:

$165/mo subscription service. Payment to begin after any complementary initial consultations to determine if Bigelow is the right fit for you, typically at the time our agreement is signed by you.

Minimum $1,980 payment for financial planning services, even in the event that services are terminated within the first 12 months.