The Process
A clear, collaborative path to your financial goals.
From our first conversation to ongoing reporting, every step is designed around you.
How We Work Together
Financial planning isn't a one-time event — it's an ongoing relationship. Here's exactly what you can expect when you work with CL Price Financial Advising.
Review Your Financial Picture
We will review your financial and legal documents, your personal and family profiles, and discuss your future goals. We will then develop a financial plan that best fits your style and achieves your goals.
Design Your Investment Plan
We will put together an investment plan tailored specifically to meet your individual financial objectives and risk tolerance. Investments are not one-size-fits-all. We will match your investment objectives with the appropriate level of risk. Also, we will periodically review your investment plan and make changes as needed.
Transition Your Current Investments
We will review your current portfolio item by item. Special care will be taken in mitigating the riskiest assets and aligning the portfolio as we agreed.
Monitor Your Investments and Financial Plans
We will stay in touch with each other. We will have periodic discussions to review your overall financial picture as well as explore any changes needed to your goals or investments.
Deliver Reports to You
You will receive monthly and quarterly financial statements from Fidelity Investments as well as an annual report and annual tax summary. Quarterly performance reports will be available to you comparing the performance of your investments against appropriate benchmarks.
My Commitment to You
Fee-only — I am compensated only by you, never by commissions or product sales
Fiduciary — I am legally and ethically obligated to act in your best interest at all times
Independent — I have no affiliation with any financial product provider
Transparent — your portfolio information is always available and clearly presented
Ready to get started?
Schedule a free consultation and take the first step toward financial clarity.