We’re here to help you create the financial life you want.
We’re experts in our field, and it’s our mission to get you results.
We provide financial advice that lets you live for today, while planning for tomorrow.
If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Pines Financial Planning & Accounting – we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.
The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose. In this meeting our aim is to understand:
your personal circumstances
your attitude towards risk
your current financial position and resources
From there, we will apply our experience and expertise to develop a financial plan taking into consideration:
appropriate tax structures
Following the initial meeting, we will provide personal and tailored advice to suit your individual circumstances.
Our Fee Structure.
Our fees are based on:
the nature of advice to be provided
complexity of your personal situation
time & costs required to develop & implement a financial plan for you