Welcome to First Pitch Planning
A Different Way to Plan
In preparing for retirement from Corporate life, my wife Cathy and I met with several Financial Advisors and Planners to try and determine if we were on the right track, and that the actions we were taking were going to meet our goals.
Everyone we met with was nice and professional, but at the end it all came down to same basic advice. Transfer your assets to us and we would be happy to manage everything for the annual sum of 1% of AUM (Assets Under Management). There was no other option.
That model doesn’t work for everyone. Like people that are too young, or for other circumstances, don’t yet have an asset base. Or, like me, just didn’t see how the advisors could return enough value to justify the size of the fees.
After retirement, I learned that there is a new breed of Financial Planners who don’t charge based on AUM. They coach and work with clients to get their financial life in order. Get organized, set goals, and make sure all of the important building blocks are in order. In other words, develop a plan and work the plan.
That is the goal of First Pitch. I want to help you develop and meet the financial goals of your family.
I am both a CPA and a Certified Financial Planner. I will serve as a Fiduciary and act as both your Coach and your Trainer. I am not going to sell stuff to you, I am simply going to provide you financial planning advice.
Easy to Get Started
You don’t have to give me assets and you don’t have to buy products from me. I will simply charge a monthly fee based on the work you want me to do. The same way you pay all of your other bills.
You Set the Goals
Our focus will be on creating a comprehensive financial plan that includes details for whatever life stage you are in. Buying a house, saving for education, building a retirement plan and more. You set the agenda.
What we Do
Financial Planning and Individual Tax Services
The core offering of First Pitch is to identify your major goals, build a plan to meet those goals, and monitor the plan together to gauge success and make adjustments as needed. If you have specific areas where you need assistance, ala carte consulting is also available.
Individual Tax Preparation
Individual tax prep services are offered either on an ala carte basis or as part of your integrated financial plan bundle
For clients that would like assistance in both Financial Planning and their Individual Tax preparation, I would be happy to help on both
Resources & Calculators
Useful Resources for Financial Management
Let’s talk about your goals and how I can help. Initial first hour consultation always free.