ae. financial planning
Let's start

Hey!
I'm Austin England, CFP®
‍

I help families plan for life's financial moments

Have you had these questions?

  1. When can I retire?
  2. How much do I need to save to retire?
  3. What even is retirement?
  4. Do I want to retire?
  5. Can I quit my current job and start a business?
  6. Can we afford for my partner or I to be a stay at home parent?
  7. I don’t like my job, can we afford a lower paying job with better hours?
  8. What are the employer benefits I should be taking advantage of?
  9. How do we determine how much life insurance we need?
  10. Can I fund a Roth IRA for my kids?
  11. Should we use a 529 to save for college or is there a better way?
  12. What is the best use for my HSA?
  13. My employer just started offering an ESPP. Is that something I should take advantage of?
  14. We’ve made it through the college years, what do we do with the money we were spending on education?
  15. We want to gift some money to our kids, what is the best way to do that?
  16. How much can we afford to give away each year?
  17. Are we paying the right amount in taxes?
  18. It seems like we never know how much our tax bill is going to be, is there a way to understand this?
  19. We want to buy a camper van and travel for 6 months, can we afford to buy the van and take this trip?
  20. Should I invest my savings for a goal I have in 7 years?
  21. Do we have all the right insurance?
  22. I am nervous to take stock market risk after the great financial crisis of 2008.
  23. We want someone to work with us to clarify our financial situation and make sure we are catching all things we aren’t thinking about.
  24. .......

We address these questions by going through a planning process, being proactive on financial matters throughout the year, and adjusting to new information as your life changes.

The process
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We work through these areas to gain clarity of your situation.

cashflow
planning

investment
planning

tax
planning

goals
planning

estate
planning

risk
management

Phase 1

Intro meeting

We’ll have an intro call where we can get to know more about your situation and see what working together will be like.

I will provide as much value in this meeting as possible. Even if we aren’t a good fit and you just need some direction, you will receive an email summary with actions you can take.

Sign agreement

If you decide you would like to work together, I will send an agreement for your signature and we’ll get started!

Kick-off meeting

We won’t get into any numbers, we will spend the majority of the time understanding your family and what is important to you. We’ll agree on what a successful partnership would look like and prioritize what we work on based on your needs.

Data review

We will meet to clarify all of your current information and any missing information I find after reviewing the data we collected. We will also confirm what we focus on during our next meetings.

Putting it all together

Our next meeting we will review your full financial situation: where you are today, where you are going, and what actions to take next. We will always schedule an implementation meeting afterwards where we can, spend time working on the plan together.

Phase 2

First half of the year meeting

We will review and update any new information and make sure we are ready for the year.

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Second half of the year meeting

We look at how the year has progressed and make changes and adjustments as needed.

To get started, fill out the form below and I'll be in touch!

Thank you, I look forward to hearing what you had to say!
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Advisory services offered through Core Planning, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered unless an advisory agreement is in place. Important disclosures

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