Fee-Based Financial Planning : SharpEdge Financial, LLC | Financial Advice for Attorneys

Fee-Based Financial Planning

Fee-Based Financial Planning

SharpEdge Financial provides holistic financial planning services through Eagle Strategies LLC, a Registered Investment Adviser and wholly owned subsidiary of New York Life. Instead of looking at each component of your financial plan as a separate item, this approach looks at how they work together as a whole. This allows us to determine if there are any gaps in your plan and ensure that each component is implemented with your end goal in mind.

How it Works

We first enter into an agreement that outlines the components of your financial plan on which you want us to work. The services we offer under this agreement include net worth analysis, budgeting and cash flow, debt management, retirement planning, education planning, investment planning, tax reduction strategies, estate planning, protection planning, and business succession planning. To engage with us, there is a fee based on the amount of planning we will be doing. Once the agreement is in place, we get to work! You can see our detailed 5-step process below.

Note that under this agreement, we will never make specific company or product recommendations. You are also free to implement the recommended strategies whenever and with whomever you want.

Our Game Plan

Step 1: Discovery

When you first come to us, we need to learn as much about you as we can. During our discovery process we discuss your big-picture goals, your interests, what keeps you up at night; in short, everything that makes you unique as a client. We will also provide a demonstration of how our process and technology can help you.

Step 2: Information Gathering and Organizing

Next, we get your finances organized. This includes gathering information about your assets (what you own), your liabilities (what you owe), your cash flow (what you earn, what you spend, and what you save), as well as other important documents, such as insurance policies and estate planning documents.

Step 3: Review and Optimization

In this phase, we review the progress you have made toward achieving your goals and determine if there are any gaps between where you are and where you want to be. Then we decide which of our resources and partners will provide the best strategy to reach where you want to be. Then, we make recommendations on the best strategies to implement so you can reach your goals.

Step 4: Implementation

We implement your strategy and then work closely with you and if needed, your other third-party professionals to ensure its success.

Step 5: Monitor

Our service is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your plan on track with your changing needs.