Plot Your Way in Base Camp

A financial planning experience tailored to you

We use a three-stage approach to craft your personalized, data-driven financial plan.

Base Camp

  • Creating a holistic plan for clients requires taking the time to learn about them as people. What drives them? Where are they going? What have they been through? What are they afraid of? The more detail we get about a person's life, the more precise our advise becomes. Money can be intimate, so we never rush this step.

  • Once we have a sense for who you are, we take some time to review our notes and any documentation provided. From there we provide a proposal for future meetings together. They are usually a combination of the topics clients want covered and the topics we think they need to cover. Once we have agreement on where we're going, we're free to get to work!

  • Typically, we see people once every couple weeks for however many sessions we need (anywhere from 4-10). Each meeting is targeted at a specific topic and in between both the client(s) and the advisor do homework. The subject matter for these sessions ranges from funding college for your children, to retirement planning, from business planning to purchasing a new home. By the time we finish, clients have a vision for the future and defined steps to take. We don't stop until both parties share a common plan.

Underway

  • Once Base Camp is finished, there is often still work to be done. We stay in contact with you, helping whenever appropriate. You won't be left alone with a checklist of tasks to fend for yourself.

  • Once all of the initial steps have been taken, we like to check in again within the first few months to see how you're faring. We'll make sure savings goals are being met, you have enough money for life expenses and make any minor adjustments necessary. We do this again at the six month mark, again at the one year mark and then at least once a year, every year thereafter.

  • Life happens. We have yet to run into a financial plan that doesn't ever needs to be adjusted. When these events happen, we will work as fast as possible to get you the resources you need, moved to the place you need them. We'll update your plan, reevaluate your goals and make sure your finances fall in line.

Destination

  • We think of this last stage in the process as an ever-receding horizon. It's whatever is ahead of you, whatever you are aimed towards. As soon as we reach a target, we shift resources to the next one.

  • It's pretty hard to accomplish goals you never attempt to realize. So tell us your vision for the future, no matter how grand it may be. With our modeling tools, we can give you real data on the likelihood of your money being able to keep up with you. Often times you'll realize just how much you can do!

  • When it's time to pay for something you've saved for, whether it be a car, a vacation or retirement, we help you get cash into a place you can use it. We have the tools and knowhow to get you what you need as efficiently as possible, allowing you to focus on the things that matter.

Ready to begin your Base Camp?

Each segment within the Base Camp phase focuses on a core component of your financial life. Everyone is unique. Similar to an a la carte menu, you select the content most suitable to you. Based on what you tell us about your situation, we may suggest particular content. However, your plan should reflect what is most important to you, and you are in charge.

Cash Flow Planning

Risk Management

Retirement Planning

Real Estate

Education Planning

Investment Planning

Estate Planning

Business Planning

Tax Planning

Base Camp Pricing

Initial conversations are always complimentary, allowing us to get to know you, and begin to map out the right path for your needs. Base Camp fees vary by client, each defined by project scope. Plans typically run between $4,000 – $10,000, depending on complexity. It is a one-time fee, defined at the outset.

Beyond Base Camp

In the Skyline model, after you complete Base Camp you are considered Underway. We believe people reach the greatest heights when they combine financial planning with our full service wealth management. To facilitate this comprehensive service model, we offer deeply discounted Base Camp fees to clients who continue on with Skyline for wealth management. In our experience, even the best laid plans require ongoing maintenance. With wealth management, updating your plan is as easy as calling an advisor.

Other Expenses

Together we aim to minimize the expenses of our clients. Implementation of a financial plan may lead to additional expenses, however. These can result from investment changes, the fees of other professionals, insurance policy alterations, and more. Ultimately, selection of services and products falls to the client, our role is to help inform their decisions.