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• About
  • Annette Clearwaters CFP®
  • Michael Goodman CPA, CFP®, PFS
• Contact Us
• Fees
  • Frequently Asked Questions
    • Can I call with financial planning questions when they arise?
    • Do you hold my assets? How do I know you won’t take my money?
    • How and when do I pay the hourly fees?
    • How and when do I pay the investment management fee?
    • How are you different from other financial advisors?
    • How long does it take to create a financial plan?
    • How much do hourly planning services cost?
    • How much does investment management cost?
    • What if I want to end the investment management relationship?
    • Why did you choose Fidelity as custodian?
  • Gift Certificate
• Glossary
• Investments
  • Investment Philosophy
  • Risk Tolerance Assessment
  • Things to Consider
    • Do you have a cash reserve or emergency fund?
    • What is your risk tolerance?
    • What kind of debt (if any) do you have?
    • When will you need this money?
    • Why are you investing?
• Legal
• Planning
  • Financial Planning Process
    • 1. Establish Advisor Relationship
    • 2. Gather Your Information
    • 3. Analyze Your Information
    • 4. Develop Your Plan
    • 5. Implement Your Plan
    • 6. Monitor Your Plan
  • Packages
    • Checking In
    • Eye on Retirement
    • Getting It Together
    • New Graduate
    • New Parents
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