Goddard Financial Planning
Goddard Financial Planning offers financial planning and investment advice for an hourly rate, on a fee-only, as-needed basis. No minimums or retainers are required. The firm neither sells financial products nor manages assets. This approach enables us to avoid any potential conflicts of interest. Our process focuses exclusively on thoughtful analysis and specific recommendations to help:
• Working individuals and couples develop and monitor a check list of the steps they need to take to protect themselves now and save and invest for their future
• Those thinking about retirement determine if they are ready for such an important transition
• Those close to or in retirement organize their assets to optimize cash flow.
Each client receives a detailed written plan that addresses the objectives for the initial engagement. The plan includes an outline of the action steps for implementing the recommendations. Clients typically return each year for an annual update and portfolio review, or whenever a change takes place that alters the assumptions of the original plan.
If this approach to getting help with your personal finances fits with your needs, please contact us to schedule an initial complimentary “Get Acquainted” meeting so we can learn more about you and your goals.