Better Together Financial, LLC.
Aaron R. Smesny, CFP® Owner & CEO
Plan, Invest, Save
Let’s partner to achieve your Blended Families financial aspirations.
Are you and your spouse navigating the financial complexities within a Blended Family? I’m Aaron R Smesny, a CERTIFIED FINANCIAL PLANNER® dedicated to helping blended families find balance with their finances. The dynamics of blending two families is difficult on its own, without considering the financial aspects. Here at BTF, I focus on these financial complexities and work to minimize the financial anxieties in your lives.
Financial Planning
By implementing the 7-step Financial Planning Process outlined below, we will work to get to know each other with a series of meetings, data collecting (qualitative and quantitative), setting goals and objectives and through the analysis of this information, we will develop the optimal Comprehensive Financial Plan for you and your families’ future.
Comprehensive Financial Planning
The advice-only financial planning process includes a comprehensive review and analysis of your current financial situation, detailed personal recommendations and a measurable action plan to help achieve the financial goals established in the 7- Step Financial Planning Process outlined above.
Ongoing Financial Planning
Clients who complete a comprehensive planning engagement may choose to continue with personalized implementation and year-round planning, including an annual update. With ongoing financial planning, we will meet quarterly or semi-annual, depending on the client requirements. This process is designed to look forward and be proactive with the clients ever changing financial situation.
Project Based Planning
Project based planning is available to be customized to the client’s specific needs. Depending on the project, pricing may be a flat fee or hourly.
FAQ
Frequently Asked Questions
Is there a fee for a consultation?
Initial consultations are complimentary.
What is your typical client profile?
My primary Clients are high earner couples age 30 to 45 within a Blended Family. I work with these Clients on an advice-only, flat fee basis, dependent on the complexity of their estate. I also work with Clients with a minimum of $500K in investible assets on a % of AUM (Assets Under Management) basis. With these Clients, Comprehensive Financial Planning and On-going Financial Planning is included. If you would like to sit down and review your situation, feel free to go to the contacts page and drop me a message.
I'm 45, is it too late to start a financial plan?
No, it’s never too late to start planning, provided that your goals and objectives are in line with your age.
Get in touch
Contact Aaron Today
281-682-6604