F I N A N C I A L P L A N N I N G
A unique plan for your unique journey.
We create personalized strategies for ambitious professionals at every stage of life. From budgeting to long-term wealth building, our comprehensive approach to financial planning keeps your money working toward your goals. Whether you’re just starting your career or planning for retirement, we’re here to help you live your best life now and in the future.
Your Money. Your Dreams. Your Way.
At Petrarch, we believe your wealth should empower you to create the life you want, both now and in the future, without compromise or regret.
You deserve to live life on your terms, free from guilt and anxiety. And you need a plan that will empower you to create the life you envision.
Your best interest comes first.
As a Registered Investment Advisor, we are legally bound to act as a fiduciary. Our only focus is serving your best interests.
Your team of independent advisors.
As a company, we remain independent from any bank, broker-dealer, insurance, or custodian. This independence allows our advisors to offer unbiased advice, as we are not influenced by a parent company's proprietary products or specific interests.
How Financial Planning Works
Our flat-fee for Financial Planning is designed to save you money.
At Petrarch, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services. This gives our clients peace of mind, knowing they can reach out to advisors for quality advice without worrying about hourly rates. Here’s how it works:
Meeting 01
Discovery Meeting
We’ll start by simply getting to know each other. During the Discovery Meeting, you can ask us any questions, share the challenges you are facing, and discuss the steps you can take to make financial progress.
Meeting 02
Get Organized Meeting
The foundation of a strong plan begins with complete and accurate information. During our Get Organized Meeting, we use the latest technology to help you gather and organize your financial life.
Meeting 03
Strategy Meeting
During the Strategy Meeting, your advisor shares our analysis of the current situation and whether you are on track to meet your goals. Then, we provide recommendations on how to move forward.
Meeting 04+
Implementation Meetings
This is where your plan comes to life. During the Implementation Meetings, you and your advisor work together to execute the different aspects of your financial plan.
The number of implementation meetings will vary as the financial plan is personalized to your unique situation.
Strategies that your advisor may help you implement include:
Determining how much to save- and into which accounts.
Creating a strategy to pay down loans and debts.
Establishing an emergency fund with the right amount.
Getting the most out of your workplace benefits.
Education on how to invest in alignment with your goals.
Optimizing contributions into retirement accounts to limit taxes paid over your lifetime.
Ongoing Planning
Quarterly Financial Progress Checks
Once your strategy is set in motion we will have meetings to track your progress, adjust plans as needed, and ensure your financial strategy remains aligned with your evolving goals and life changes.