Goals Based Financial Plans

Goals Based Financial Plans

Why are We Offering This?

Not unlike a company like Apple or Coca-Cola, we are opening up a new product channel to attract new clients. Just like Apple offers iPhones, iTunes, iPads, and iPods, they do so in order to develop different revenue sources for their business. It is the same with Coca-Cola who offers Coke, Diet Coke, and Dasani bottled water. Apple, just like Coca-Cola is doing so in order to develop new revenue sources for their business. In this same vein, we are doing something similar with our Goals Based Financial Plan offer. We are still offering comprehensive financial planning and money management advice, but we are adding this new Goals Based Financial Planning service as a compliment to those services in order to attract new clients to our firm.

What is a Goals Based Financial Plan?

Most people do not realize the true value of having a financial plan that is based on your goals and not product sales. What we have done is take as much of the conflicts of interests out of the equation as possible. We offer Goals Based Financial Plans as a stand alone offering that includes year round on-call financial planning and retirement plan advice. This means that we can do a Goals Based Financial Plan for you without you having to worry about being sold something or having to transfer any accounts to our firm. As a Registered Investment Adviser and adviser to retirement plans, IRA's and Roth IRA's we are a fiduciary with the State of Florida and the Department of Labor and we accept these standards of care. In fact, we put it in writing for you.

No Obligation Free Look

The beautiful thing about our Goals Based Financial Plan is that it is updated 24/7. Once you load your information into it, from that point forward it keeps track of everything. We even allow you to test drive it without any obligation! All you have to do is create an account via this link

Right Capital Data Integrity and Security

We use a financial planning program by Right Capital. They have a page on their web site dedicated to data integrity & security. For further details, click here.

The main pluses of your Financial Plan are:

  • 24/7 access to your Goals Based Financial Plan
  • Ability to track income and expenses, categorize transactions and set budgets
  • Financial Planner and Client collaboration
  • Link all of your accounts: banks, credit cards, investment, retirement, student loans and mortgages.
  • Account aggregation of all your authorized accounts in one place!
  • Document vault to share information.
  • Data Security based on the internationally recognized standards of excellence.

The Cost

The price for this service is $1,200 to $1,800 per year. We give you the option to break down the annual fee into semi-annual, quarterly or even monthly payments. We do direct billing via Zoho Books in order to make it easy. This is an extraordinarily reasonable price for this type of Goals Based Financial Planning and having an on-call veteran Certified Financial Planner® available to assist you year round. Give Richard Mark Allison, CFP® a call today at (904) 460-2700 and let's get started.


About Us

Please visit the About Us page on the menu above for more information about our Financial Planner, Richard Mark Allison, CFP®.