Financial Planning Services
Trustworthy Financial Guidance
Jonathan D. Pond, LLC provides flexible financial planning services to individuals and families. Persons who will benefit most from these services are those whose personal finances are generally satisfactory but who would like a review of their current personal financial planning status and/or who periodically have questions pertaining to their financial needs.
He does not rely on complicated financial planning questionnaires and computer models, and he normally does not issue extensive reports that cover the entire spectrum of financial planning. Instead, he focuses on topics of immediate concern to the client.
Typical issues that are commonly addressed on behalf of clients include:
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analysis of investment allocation
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evaluation of current investment holdings and recommendations for changes
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retirement planning review, including projections of retirement income and expenses
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evaluation of the adequacy of insurance coverage
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establishing a savings/investment program
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funding children's education costs
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income and estate tax planning
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estate planning review
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analysis of a change in financial circumstances
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addressing the needs of an elderly parent
An engagement usually begins with a review of the client's current financial status, with particular attention to addressing immediate client concerns and any material weaknesses. Thereafter, he will respond as needed to client inquiries. Many clients request a periodic review to track progress in achieving financial planning objectives. The cost of an initial review usually ranges from $1,500 to $3,500.
For more information or to schedule an in person or telephone appointment,
call Jonathan Pond at (617) 243-0020
or