How Can We Help You?
Snap Shot & Discovery
Together we will discover the full scope of your financial situation.
Through the collection, analysis, and presentation of all of your financial data, we will help you to finally know where you stand, and more-importantly where you can realistically go from here.
By asking a simple and powerful question, "What if...?" you are able to plan a future and assess risks.
Together, we will brainstorm, assess, and plan for the type of future you want. This can be done through the creation and use of your Cash Flow, Balance sheets, and Income statements.
Implementation and Refinement
Your path is laid out and you can walk through life free of financial worry.
We will be there with you along the way to assess and refine your financial plan, so that you can be sure that you are living the life you planned for.
There's A Plan For Everyone
Get a financial checkup.We'll help you choosewhat's right for you.
$299 /yr. (or $30/month)
- Initial, Strategic, Annual Reviews
- Risk Finder
- Portfolio Review
- Plan Selection
Take control of your money. Plan to spendand invest it wisely.
$599 / yr. (or $60/month)
- All Features from Monitored Investment Plus:
- Cash Flow
- Balance Sheet
- Household Budget
Have our professionalsimplement and monitoryour portfolio.
0.5% - 2.0% Fee Based On AUM
- All Features From Monitored Planning Plus:
- Quarterly Reports
- Tax Loss Harvesting
- Conflict-of-Interest Free
- No Transaction Fees
- No Front or Backend Load Commissions
Rely on us to be yourcomprehensivefinancial advisor.
$2,400/yr (or $300/month)
- All Features From Comprehensive Investing Plus:
- What-if? Models
- Benefit Review
- Tax Review
- Estate Plan
- Credit Review
- Family Meetings
Professional Advising & Management
How Can We Help You?
Fiscal Dynamics, Inc was founded in 1985 to create a safe space for personal financial understanding, exploration, and growth. While technologies have evolved over the past few decades, so has the foundational understanding of personal finances and growth for the common household. We've combined our decades of experience with modern technologies and tools for your financial well being.
We help with:
- Cash Flow Planning
- Charitable Gifting
- Parental Elder Care
- Asset Allocation
- College Savings
- Estate Planning
- SERP/SAR/RSU Consulting
- Employment Contract Consulting
- Stock Option Strategies
- Risk Analysis
- Probability Studies
- Continuity Strategies
- Qualified Plan Rendering
- Ongoing Performance Monitoring