Financial Planning for Individuals

Personalized Guidance

We help people from all walks of life build, manage, and protect their assets by focusing on planning, investments, and risk management. Whatever situation you’re in right now and wherever you plan on going, Barrister can help you get there with experienced financial guidance tailored to your needs and circumstances.

Our process begins with a deep understanding of your goals and objectives. We’ll then design a financial model that reflects your current and future income, expenses, assets, and liabilities. This model serves as a guiding light for our planning process. Based on our findings, we’ll offer customized recommendations on financial affairs that impact your life the most, including taxes, business succession, Social Security, and college and retirement planning.

Barrister’s financial planning services can help you boost your savings, reduce financial anxiety, build confidence for the future, and live the life you’ve always imagined.

View our guide

Flexible Fee Structures That Fit Your Life

Explore our fee structures below to identify what would work best for you.

The Basics

This is for those of any age who are interested in financial education, and a more do-it-yourself approach to financial planning. Clients will gain access to an education section of the website containing webinars, planning tools and resources. They will also receive full access to financial planning software where they can aggregate all of their financial accounts, create budgets and model out their assets, liabilities, income and expenses.


The Foundation

This is intended for individuals typically ages 25-40 who are just getting started on their financial journey and have a negative or minimal net worth. Services include but are not limited to budgeting and cash flow management, debt management, savings and emergency fund planning, goal setting, and basic investment education.


Building & Accumulating

This is built for individuals and families, typically between their 30s and 50s, who are looking to build their assets, accumulate wealth, save for retirement, and achieve long-term financial growth. Services include but are not limited to investment advisory, retirement planning, tax planning, and risk management.


Spending & Distributing

This is designed for individuals who are approaching retirement or are already retired, usually in the age range of 55 and above, with a focus on managing assets, spending in retirement, and distributing their wealth efficiently. Services include but are not limited to retirement income planning, tax-efficient withdrawals, investment portfolio management, and long-term care and estate planning.


Take the First Step Toward a Brighter Financial Future

Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.

Contact us

Financial Planning FAQs

Have a question? Please read our top financial planning FAQs below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.

What is financial planning?

Financial planning is assessing your entire financial picture and advising you on how to achieve your short- and long-term financial goals.

Why do I need a financial planner?

Partnering with a financial planner can be highly beneficial. Barrister can help keep you on track with investing and planning, explain what tax laws apply to your financial situation, and build wealth.

How much does it cost?

We offer various fee structures, please see our pricing page for more details.

How much do I need to retire?

This depends on a few factors such as your retirement age, other financial goals, spending, and longevity. If you aren’t sure how much you need to retire we recommend contacting us to set up an initial consultation. The longer you wait the more difficult planning for a successful retirement can become.