Financial Planning

Financial Planning Planner

Coastal Wealth Advisors is a financial planning firm that specializes in personal financial planning through a multi-step process tailored to your unique financial needs and aspirations. Our committed financial planners are ready to lead you through each stage of your financial journey, providing you with confidence in our holistic approach, regardless of where you currently stand in your financial life.

Like many individuals who have sought our guidance, you may find yourself grappling with a multitude of questions about your financial future. Questions like: “Am I adequately saving for retirement?” “When should I begin collecting Social Security benefits?” “What if unexpected health issues arise for me or my spouse?” “How should I navigate the choices within my 401(k)?” “Do I possess sufficient insurance coverage?” “How can I leave a legacy for my family?” and countless others.

Our comprehensive financial planning process is meticulously crafted to tackle these questions and beyond. We conduct a thorough examination of your entire financial landscape, uncovering strengths, pinpointing weaknesses, and identifying opportunities, all with the ultimate goal of providing tailored recommendations designed to provide you with financial clarity.

Personal Financial Planning

Financial Planning for Individuals and Families
$ 3,000
Flat Fee
Billed in six, $500/mo installments -or- 50%/50%
  • Financial Goal Setting
  • Retirement Readiness Analysis
  • Net Worth Statement
  • Investment and Portfolio Strategy
  • Strategic Tax Planning
  • Charitable Gift Planning
  • Estate and Trust Structuring
  • Risk Management and Asset Protection
  • Life Insurance Needs Analysis
  • Lifestyle Budgeting
  • Social Security Options and Approach
  • Education and College Funding

Financial planning covers a broad range of topics. The best way for us to learn more about each other is to simply have a short conversation at no cost to you. Complete the quick form below and we’ll be in touch shortly to discuss your specific needs.

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