Services
What We Provide
Toole Financial provides goal-centered financial planning and advice about all aspects of your finances. We help you identify what’s most important to you and a path for getting there. We do not accept investments or manage money. Rather, we charge a flat hourly fee to analyze your situation and opportunities and guide you to greater clarity and confidence in your ongoing financial wellness journey.
What You Get
Our services are primarily intended to help you create a comprehensive financial plan: a roadmap for your future financial decision-making. After the creation of an agreed-upon plan, you can decide if you are comfortable executing that plan and no longer need support, or you can become a ‘member’ of Toole Financial, receiving ongoing assistance with semiannual check-in meetings to review, confirm, or adjust the plan as necessary and meet with your other professionals like attorneys or tax planners. Remember, financial planning is rarely a one-time event but rather a process. We are here through virtual meetings, phone calls and emails to assist you in making the best financial decisions based on what YOU want to achieve.
In addition, Toole Financial, depending on availability, may accept clients where the financial advice required involves only one aspect of your financial situation. In these cases, without financial planning, an analysis and report will be provided, but the ability to give advice may be limited.