Service Models

Wacek Financial Planning offers a variety of service models so that our work together can be personal and so I can serve you in the way that you prefer.  

The first step to working with me is to schedule a free 30 minute phone call.  In this meeting I'll assess your current financial situation, we'll identify the areas in which you're looking for guidance, and we'll discuss the different service models that Wacek Financial Planning has to offer.  This is a no obligation, no commitment phone call.

Once the 30 minute phone call is complete, you will have a number of services to choose from.

ON-GOING COMPREHENSIVE FINANCIAL PLANNING

This is a service for those who want an in-depth, but easy to understand, financial plan that reflects their goals and values.  With this service I help my clients develop, implement, and revise their financial plan on an on-going basis in order to help them reach their financial goals.  Included in this service are the following:

  • 90 minute initial meeting in person, via Skype, or over the phone
  • 60 minute meeting to outline my recommendations presented in an easy to understand financial plan
  • 60 minute review meetings every six months to check on your progress and answer any questions you might have
  • The ability to contact me whenever you have a question
  • Proactive communication from me when there are new financial opportunities of which you can take advantage

INVESTMENT MANAGEMENT

This service is only available to those who are utilizing my on-going comprehensive financial planning service.  With this service I help my clients invest their money in alignment with their goals and values in addition to everything outlined in the service model above.

HOURLY FINANCIAL PLANNING

This service is for those who have specific concerns or topics that they'd like to discuss on a one-time basis.  Included in this service are the following:

  • 90 minute initial meeting in person, via Skype, or over the phone
  • A follow-up email from me that outlines our conversation, my recommendations, and easy to understand next steps.