Please reach out for more information at stephanie@stargazerfp.com. All services are offered for an hourly planning fee starting at $200/hour. Fees are quoted based on project scope and complexity.
Financial Education
Educating our clients on personal finance matters is a top priority of our firm. We provide our clients with a working knowledge on topics such as investment planning, tax planning, financial resource allocation, net worth tracking, insurance planning, employee benefits analysis and estate planning. Empowering our clients with financial knowledge allows them to understand their unique circumstances and apply what they’ve learned to continue planning for their financial future themselves.
Targeted Financial Planning
Many times clients come to us with a specific need or problem they need help with solving. This type of financial planning dives deeper than simple financial education and into making specific recommendations. When the client comes to us with a unique request or project, the planner will evaluate if she is qualified to assist the client and determine the scope of work required. The client can choose to implement recommendations on their own and return to the planner for guidance at their own pace.
Comprehensive Financial Planning
Clients come to the firm with a request to understand their overall financial picture and ensure they are on track to meet their financial goals. This service spans from reviewing and validating a client’s planning assumptions and financial plan and offering feedback to creating a full financial plan from scratch. Financial plans vary in complexity based on each client’s individual circumstances and situation. The client receives written documentation of their overall financial picture, goals and objectives, and recommendations on how to achieve them.
Stargazer Financial Planning LLC is a registered investment advisor offering advisory services in the state of New Jersey. Registration does not imply a certain level of skill or training.
Stargazer Financial Planning LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Stargazer Financial Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Stargazer Financial Planning does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Stargazer Financial Planning LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Stargazer Financial Planning LLC or a Stargazer Financial Planning LLC authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
