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Ongoing Financial Planning and Investment Management 

Continuous and comprehensive planning with modern technology to align your money with your values

1

Intro Call 

A 30 minute introductory call to see if we could be a potential fit for you and that I would add value to your situation.  

2

Solutions Meeting

A 60 minute virtual meeting to clearly identify your concerns, financial goals, and discuss immediate action steps you could take to improve.

Sample One Page Plan

3

Think About It!

Take the time to consider your options before moving forward with me. We want to move forward only when it's the right time for you!

Elements Financial Monitoring App
Altruist Investment App

Step 1: Schedule Your 30 Minute Phone Call

Baskin Finanical Planning Service Calendar

Specialized Service Calendar For Business Owners: Ongoing Monitoring All Year Long for Your Business and Personal Life

Q1: Jan-Mar

  • Cash Flow Planning

  • Estimated Tax Analysis

  • Tax Prep Letter

  • Savings Rate Review

  • Liquidity Review

  • Quarterly Progress Report

  • Meeting

Q2: Apr-Jun

  • Cash Flow Planning

  • Estimated Tax Analysis

  • Investment Review

  • Retirement Plan and Account Review

  • Tax Return Review

  • Quarterly Progress Report

  • Meeting

Q3: Jul-Sep

  • Cash Flow Planning

  • Estimated Tax Analysis

  • Debt Review

  • Estate Plan Review

  • Insurance Review

  • Quarterly Progress Report

  • Meeting

Q4: Oct-Dec

  • Cash Flow Planning

  • Estimated Tax Analysis

  • Tax Planning Review

  • Retirement Contributions

  • Quarterly Progress Report

  • Meeting

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