Garrison/Knight is a fee-only financial planning firm that specializes in helping people improve and maintain their financial health. This means providing easy access to objective and expert advice, when and how it's needed. We provide just as little or as much help as you want - from one-time meetings to address a specific area of concern, to ongoing comprehensive planning that addresses all aspects of your financial life.
Our areas of expertise include the following:
In each of these you can choose the type of service:
NEW: Real Time Planning Sessions
We are now offering service for those who would just like to talk through a single financial planning question or concern and don't need a written analysis or report. A Real Time Planning Session is a 2-hour face to face meeting where you can ask your financial planning or investment question and receive verbal guidance on possible action steps. No prep time is required, no written report is generated. Payment is taken at the beginning of the meeting.
Our typical project timetable looks like this:
Day 1: Initial Get Acquainted Meeting. 30-45 minutes. Here's where we learn about your financial picture and your concerns. Complimentary.
Week 1: Description of Services to be Performed, Proposed Timetable, Fee Quote and Client Agreement will be presented to you. Here's where we tell you what we are going to do, how long it will take and what it will cost you.
Upon Acceptance: Your Project begins.
After 1-2 Weeks: Interactive Baseline Meeting. 1 hour. This is a work-in-process meeting where we discuss our initial findings, confirm all the assumptions we are using in your plan and begin to discuss actions you can take immediately.
After 3-4 Weeks: Final Presentation Meeting. 1-2 hours. Here is where we discuss the results of our work for you and present you with a written action plan of next steps you need to take to achieve your financial goals. You will walk away with a written report of our work, a binder of supporting information and an action plan matrix you can use to put a successful financial plan in place.
On-Going: We often help with Implementation of the Action Plan and/or with periodic monitoring of your progress and investment portfolio. Fees for implementation and on-going services will be quoted separately at that time.
All fees are based upon a rate of $240 per hour.
More information on project fees
Getting Started
If you are ready to get started, you can Request a Get Acquainted Meeting or complete the form at CONTACT US.
Before the meeting, just fill out the attached confidential questionnaire and bring it with you. This document will help us have a productive discussion about your financial needs.
Confidential Questionnaire