Incite Financial Planning
Encourage. Embolden. Inspire.
Incite Financial Planning is a fee-only financial consulting firm.
At Incite we collaborate with investment advisors and individuals to establish bold financial goals and develop a plan to move forward.
Services
Incite Financial Planning offers three types of financial consulting packages - each one tailored to your specific objectives.
Financial Coaching
If you need help with a limited scope of financial matters, then an Incite Financial Coach may be the right fit for you. We’ll assist you with setting your financial goals, establishing a budget, and creating a plan to reduce debt. With ongoing sessions, we will be there to help you build a solid financial foundation for the future.
Financial Planning
Do you have income and assets, but need to build a roadmap toward your financial future? Our comprehensive financial plans provide a thorough analysis of your current situation and a step-by-step guide to reach your goals. The plan may include:
- Statement of Net Worth
- Investment Analysis & Strategies
- Insurance Assessment
- Planning for Retirement
- Estate & Legacy Planning
Financial Consultant
Incite provides project-based Financial Consultant Packages for clients with more complex needs. These projects often include an evaluation of third-party providers (e.g. bank and brokerage relationships, tax advisors, insurance agents, estate attorneys, etc.) and assistance with replacement searches, investment education, and/or a review of existing financial plans and recommendations. With this package you receive a personal consultant whose sole focus is giving you robust financial advice and peace of mind.
You can customize the package that meets your needs and pay only for the required services. We charge hourly, fixed-fees, and/or monthly recurring fees based on your needs, the complexity of your financial situation, and ongoing service. You can change your package at any time. Contact us today for a free initial consultation!
Wine, Women & Wealth
A series of financial education events
Each of us hopes to retire in comfort, ensure generous care for our parents, and provide a greater level of financial independence for our children. At the Wine, Women & Wealth events we gather to answer your most pressing financial questions in a relaxed atmosphere. (Yes, men are welcome to attend!)
Please use the form below to let us know that you are interested in joining our next event.