top of page


Analysis.  Forecasting.  Modeling.  Decision-making.  

Request a complimentary 60-minute meeting in person or remotely.

Your initial meeting with a CERTIFIED FINANCIAL PLANNER™ can address questions, practices, and expectations. Personal Advisory services are designed for families with $1.5 Million or above in total net worth and/or $500,000 in investable assets.

The Planning Process

FIDERE adheres to a comprehensive planning process with 2-3 initial meetings over a time period ranging from 2 weeks to 60 days.  Client deliverables include a completed balance sheet, forward-looking cash flow analysis, and a complete plan document, including tailored advice across 7 key areas: 1) cash flow, 2) taxes, 3) retirement, 4) investments, 5) insurance, 6) estate, and 7) benefits.

Planning services are renewable and refundable annually. 

bottom of page