Investment Management

Here at Financial Plan Design, we take an in-depth, education first approach. Our job is to educate you on all options available and allow you to be the CEO of your financial life. 

We offer complimentary initial consultations, typically this is done over the phone and we get a general idea of where you are at, your values, and where you would like to be in the future. 

We want to meet you! If local to San Diego, we will invite you to our office or if you are further away, we will schedule a zoom meeting. During this meeting we like to review your current investment assets and ask questions about your risk tolerance, return expectations and goals for each portfolio. 

In most cases, after our in-person meeting we will draft a Financial Plan to see a full view of your financial life. This generally takes a month to create (and some work on your part). Following the presentation of the financial plan, we present a list of considerations for changes. This will include retirement income and expense considerations, tax considerations, and investment portfolio considerations. 

Following the presentation of the Financial Plan, we will decide with you what course of action to take and implement those changes. This will be an in-person or phone meeting to discuss the changes that took place and what you can expect going forward. 

Depending on the course of action taken, we typically require a minimum of one meeting per year with our team to review and confirm changes that have taken place in your life. We are able to update your financial plan, risk tolerance, and investment portfolio as necessary. Our team and office is always available during business hours for questions as they arise as included in our services.