Certified Financial Planning

Pachira team in a meeting with a client

The Certified Financial Planner Board Of Standards, Inc. (CFP BOARD) defines personal financial planning as: “Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.”

At Pachira, our process for creating your customized financial plan is meticulous and comprehensive. We spend the time it takes to discover and understand every aspect of your financial picture to best support you as you pursue your financial goals. Your customized financial plan covers:

  • Investment Planning
  • Cash Flow Management
  • Retirement Planning
  • Risk Management
  • Gifts and Assistance to Loved Ones
  • Estate and Philanthropy Plans
  • Income Tax Planning
  • Business Planning

Our comprehensive financial plans start at $2,950 for a year's worth of advice and support. You may pay half up front and half upon the delivery of your customized financial plan.