Services

SYFP offers Financial Planning, Investment Management, and Consulting on specific financial issues.

Our first meeting is a complimentary introductory meeting to help us to get to know each other. You need to know more about about how we work, and why we believe our approach has significant advantages. We also ask about the results you want so that a firm quote can be provided on the cost of our services.

Many clients begin with financial planning, and then retain us for investment management. This supports the planning work and integrates your investment account with your values and financial goals. You are not obligated to retain us as your investment manager just because we develop a comprehensive plan for you. Similarly, you may invest with us even if you decide that you don’t need a financial plan. Perhaps you simply have a financial question or issue you want some help with.

We want to work with you in the manner you find most valuable.

Services We Offer: