EdnaThompsen,Financial Consultant

Services

Edna supports individual clients by:

• Educating clients to see their finances objectively.

• Encouraging clients to view their total picture before making financial decisions.

• Assist divorcing couples to reach an equitable division of marital assets through a collaborative process. read more about divorce services

• Offering options that are in the best interest of the client.

• Inspiring clients to move forward and to keep them on track to meet their goals.

• Coordinating her advice and counsel with the expertise of the client’s advisors, for example, CPA, attorney, investment advisor.

• Advice is available as needed, on an ongoing or sporadic basis.

Individuals

Retirement strategies including distributions
Cash Flow Review and Projections
Personal Financial planning
Debt Management
Review and monitor of current investments or Investment proposal(s)
Asset allocation of investments
Transition Planning
Review of employee benefits
Financial Issues of Divorce

Corporate

Review of 401K investments
Employee Education
Monitor investment performance
Review of plan fees including investment fees
Review or Development of Investment Policy Statement

Why should you utilize fee only financial planning?

    There are many aspects to our personal finances and it is important to look at the total picture rather than focusing only on one aspect. Because they are emotionally and physically in the middle of their circumstances, it is difficult for individuals to view their own situations and their available options objectively. By offering objective financial advice and education, Edna helps individuals in reviewing the options that are available to them so that they are able to make the best decisions for their situations. They must be comfortable with the decisions they make since they must live with these choices.
    Edna does not charge for your first consultation. Because finances are very personal, this gives you an opportunity to ensure that you are comfortable with her and it also enables her to determine whether or not she can help you.
    Because Edna charges by the hour, during your initial meeting, she will give an estimate of her total fee after you mutually determine whether her service will be beneficial to you.
    She does not sell products; therefore, she does not receive commissions.
    She is committed to offering advice and recommendations in your best interest, taking into consideration present and future effects.