At Buckingham Advisors, planning is a process, not a product. We know that having access to a Financial Planner throughout your career allows you to work toward your financial goals more efficiently and may save you from mistakes that either cost you money or delay your objectives. Traditionally, young professionals or those just starting to accumulate assets haven’t had access to the expertise that they need because they did not have liquid assets to invest or because it was cost prohibitive. We have designed a subscription-based model to enable everyone to have access to a qualified team, regardless of where you are in your career. For $150 per month we have developed a program that will assist you in defining your financial goals, establish a plan to meet those goals, and monitor your progress along the way. In addition to the direct services listed below, you will have a large team of professionals working for you behind the scenes.

    Initial Discovery

    Meeting either in person, video conferencing, or conference call where we talk in depth about your goals and financial questions. We will also discuss our firm and the extensive services we can offer to our clients. This will typically be followed by an email requesting additional documents and information.

    Onboarding Meeting

    Either in person, video conferencing, or conference call to deliver initial suggestions based on the information that we gathered during the discovery process.

    Semi-Annual Review Meeting

    Either in person, video conferencing, or conference call with your Financial Planner to monitor your progress toward your goals and answer any current questions.

    Review of short and medium- term financial goals.

    This may include saving for your next home, reducing debt1, or saving for your child’s education. Our team of professionals will help you develop a plan to meet your goals.

    Initial Life Insurance Analysis

    To determine if you are adequately insured through your current coverage and suggestions on additional coverage (if needed). This will be based on client provided information and assumptions as documented. This will be reviewed as you notify us of changes.

    Retirement Accumulation Projection

    Based on your current assets and recurring retirement contributions. We will also provide suggestions on changes that should be implemented if you are not on track to meet your retirement goals. This plan will be reviewed and updated on an annual basis to keep up with the changes in your life.

    Semi-Annual Employer Retirement Plan Review

    Where our team, including Chartered Financial Analyst® (CFA®) professionals, will review your current allocation and provide suggestions within the parameters of your plan to help achieve your goals.

    Access to our Educational Content

    which includes periodic newsletter articles, live events and webinars delivered by our team of professionals holding designations such as CFP®, CFA®, CPA.

    Annual review of your compensation and benefit elections

    Including tax withholdings and retirement plan contributions.

    Annual review of your current beneficiary designations

    And estate documents to assure that these important elections stay current with the changes in your life.

    Access to a Financial Planner

    For routine financial questions that come up in your life.

    1. This will be done utilizing your discretionary cash flow and determining the most effective use of these funds.
    The successful implementation of this program requires the client’s participation in the completion of tasks and information to be provided to our office in a timely manner. This service does not include property & casualty insurance review, budgeting, estate document or tax return preparation. Individuals will need to sign a Financial Planning Agreement and arrange automatic billing.