The Complete Planning Review Approach

Complete Planning and Review (CPR) forms the foundation of our partnership, focusing on your family’s goals, priorities, and finances while ensuring accountability on our part.

We specialize in helping families with unique planning needs, where our expertise and experience can make a meaningful difference.

Whether you’re caring for a child with special needs, an aging parent or relative in crisis, or working to create a plan that allows you to thrive in retirement, we’re here to support you every step of the way.

Step one
$0 / No Cost

Introductions

Phone Call - A quick chat to find out if working together makes sense. This usually takes 15-30 minutes. The goal is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with you so you can leave this meeting knowing if we're the right fit.

Click Here to Get Started.

Step Two
$500 (one-time Cost)

Planning and
Collaboration

2 meetings to gather info, discover your goals, and start a plan that you can DIY or hire us to help get going. We'll gather info, ask a bunch of questions, and provide feedback and recommendations.

You'll get...

  • a net worth statement and investment allocation summary
  • a written 1-2 page plan with timeline and tasks to complete
  • a 3-4 page personalized tax planning analysis and report
  • Basic investment strategies, income planning, estate planning, special needs planning strategies, retirement planning and anything else specific to your situation.
  • A full breakdown of what it will cost to hire us as your advisor.

You can stop here and go it alone, or hire us to be your ongoing financial advisor. Step 2 is a basic plan with a high level overview of your situation. For a more detailed plan where we fill in all the blanks and help you implement, see step 3.

If, for some reason we get into this step and discover that we’re unable to help you or we’re not a good fit, there will be no cost to you.

View our Client Service Calendar

Step Three
$2000 (one-time Cost)

Implementation and Accountability

If you want to hire us to implement and monitor your plan, this is where we’ll get to work for and with you. We’ll put your strategies in place to work towards your goals. This is where we’ll allocate investments, analyze retirement accounts, explore tax planning strategies, update estate planning issues, address legacy planning, and make sure we cross the T’s and dot the I’s.

You'll have online access so you can watch and monitor progress in real time, and get you on our client service calendar for the next 12 months. We typically meet 1-2 times per year to review, update, and monitor progress but can be more/less based on your preferences.

Ready to get started?

See our calendar and schedule a phone call that fits into your day.

There is no cost for an initial phone call

Schedule a Call
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The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, DE, WA, TX, GA, MA, NC, OR, WV.

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