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© 2017 by Logbook FP

68 Main St., Rockport, ME 04856 

How We Work for You

Twenties & Thirties

  • Strategies to purchase a first home

  • Manage and eliminate student loans

  • Establish a budget and cash flow analysis

​​​Thirties & Forties

  • Launch education savings in 529s and Coverall ESAs

  • Retirement planning through the market's ups and downs

  • Comprehensive insurance analysis to protect your loved ones

Forties & Fifties

  • Fortify and diversify your 401K, TSP, and IRA accounts

  • Focused planning to save ON the cost of college while not robbing your retirement

  • Evaluate a second home or investment property purchase

 

Fifties & Beyond

  • Evaluate early retirement options

  • Recommend a proper asset allocation of stocks, bonds and cash for longevity

  • Develop Social Security and withdrawal strategies for retirement

 

Partnered Planning & Asset Management

$750/quarter ($3,000/year)

Includes $300,000 of asset management

 

  • Fiduciary advice in a retainer-style relationship focused on organization, partnership, education, accountability, proactivity and objectivity.  

  • Telephone and email support – fosters two-way communication and encourages planning—all without having to worry because the meter isn’t running.

  • Client check-in every six-months to review and adjust your plan. Ad hoc meetings as needed.

  • Planning and coordination in advanced areas – insurance, tax, early retirement and real estate.

  • Annual rebalancing recommendations for your held-away accounts - TSP/401(k).

  • Portfolio management focused on asset allocation, rebalancing and tax diversification/efficiency and withdrawal strategies.

  • Low cost ETFs and mutual fund selection. Socially responsible portfolio strategies available.

  • College affordability and funding advice – aid projections, FAFSA filing and net cost comparisons.

  • Low 0.50% asset management fee over $300,000.  Even lower over $2M.

 

$750 initial set-up fee for clients that did not complete a Core Plan

Typical advisors charge 1% - 1.5% on your assets under management for investment advice only without financial planning.  Our fees are below industry average for comprehensive planning AND asset management.

One-Time Financial Planning Project - "Core Plan" 

Upfront fee - $2,400 - $4,200 based on complexity

4 Meetings – Two Months

  • Project-style financial plan starting with a Discovery/Goal-Setting/Cash Flow meeting.

  • Additional 3 meetings cover the topics you chose: retirement planning, Social Security, asset allocation, investments, TSP/401(k)s, insurance, tax planning, real estate, home buying, employee benefits, debt management, college funding, career management and more.

  • Connect all your accounts easily with your own client portal and secure document vault.

  • Comprehensive written analysis of your financial situation and plan action items.

  • Allows both parties to determine possible long-term fit.

Financial questions are complex.  Your time is limited. 
Collaborate with a CERTIFIED FINANCIAL PLANNER™ for answers.

 

After our initial call to determine if we are a good match, dive right into the Logbook family with ongoing Partnered Planning & Asset Management or select a "Core Plan" project.

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DREAM•PLAN•LIVE