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Let's Talk
We invite you to schedule a meeting with us
for a complimentary review of your financial
situation. Call us today at 305-728-7234 or fill
out our contact form so we can call you.
We invite you to schedule a meeting with us
for a complimentary review of your financial
situation. Call us today at 305-728-7234 or fill
out our contact form so we can call you.
 |
Financial Planning
A Financial Plan is simply an analysis of your current financial situation
along with recommendations to help you achieve your goals. Cathy
Pareto and Associates will work with you and your family to develop
your unique list of short term and long term goals, and will develop
specific recommendations in the following areas:
We don't sell you financial products. Our financial plans are ideal for
individuals that do not want to hire a full time advisor, but who are
seeking a professional opinion or advice to help them get on track
after life changing events such as retirement, divorce, new marriage,
death of a spouse or new baby.
Sample Financial Plans
These plans are for illustration purposes only and do not include
recommendations made by Cathy Pareto & Associates.
Your Personal Financial Helpline
We do more than just create financial plans or invest your assets, we
help you make better financial decisions. When you have questions
related to insurance needs, buying versus leasing, saving, buying a
home, investing, retirement or other, you can call us. We serve as your
sounding board to help you make informed decisions that will impact
your financial future.
That's what makes our Advisors different. It's like having your own
personal financial helpline. We want to be there for you every step of
the way to help you navigate the often complex life changes that will
affect your financial future.
Our Process
Cathy Pareto & Associates provides Financial Planning as a stand
alone service or in conjunction with ongoing investment management.
Prior to developing your financial plan we will meet with you to learn
about your goals and objectives. We will then request that you provide
us with financial information and other pertinent documents so we can
begin your plan. You and your Advisor will work closely together to
ensure that we capture all your goals, concerns and time tables.
Financial planning fees range from $500 - $7,500 depending on the
complexity of the plan. The hourly fee for financial planning is $250 an
hour with a minimum of two hours. There are no hidden fees. After you
meet with your Advisor for an initial free one hour consultation, you will
receive an estimate of how many hours it will take to complete your
financial plan.
Becoming a Client
Becoming a client is easy. Here are the steps:
1. Initial Consultation: All of our clients receive an initial free one hour
consultation to discuss your goals, expectations and needs.
2. Proposal: Once your Advisor has an opportunity to learn about you
goals, he/she will provide you with an estimate for the work.
3. Work on Your Plan Begins: Your Advisor will analyze the areas of
concerns, goals and any documents you provide him/her to start
putting your financial plan together.
4. You Receive Your Plan: Recommendations will be made based on
the areas you discussed with your Advisor. You will receive a plan
outlining the reasons and the supporting research for each
recommendation.
Start putting your financial plan together with us. Get a free financial
checkup. Click here to submit your information online.
A Financial Plan is simply an analysis of your current financial situation
along with recommendations to help you achieve your goals. Cathy
Pareto and Associates will work with you and your family to develop
your unique list of short term and long term goals, and will develop
specific recommendations in the following areas:
- Net Worth
- Cash Flow Analysis
- Debt Management
- Retirement Planning
- Risk Management
- Education Planning
- Estate Planning
- Investment Management
- Other relevant and client specific issues
We don't sell you financial products. Our financial plans are ideal for
individuals that do not want to hire a full time advisor, but who are
seeking a professional opinion or advice to help them get on track
after life changing events such as retirement, divorce, new marriage,
death of a spouse or new baby.
Sample Financial Plans
These plans are for illustration purposes only and do not include
recommendations made by Cathy Pareto & Associates.
Your Personal Financial Helpline
We do more than just create financial plans or invest your assets, we
help you make better financial decisions. When you have questions
related to insurance needs, buying versus leasing, saving, buying a
home, investing, retirement or other, you can call us. We serve as your
sounding board to help you make informed decisions that will impact
your financial future.
That's what makes our Advisors different. It's like having your own
personal financial helpline. We want to be there for you every step of
the way to help you navigate the often complex life changes that will
affect your financial future.
Our Process
Cathy Pareto & Associates provides Financial Planning as a stand
alone service or in conjunction with ongoing investment management.
Prior to developing your financial plan we will meet with you to learn
about your goals and objectives. We will then request that you provide
us with financial information and other pertinent documents so we can
begin your plan. You and your Advisor will work closely together to
ensure that we capture all your goals, concerns and time tables.
Financial planning fees range from $500 - $7,500 depending on the
complexity of the plan. The hourly fee for financial planning is $250 an
hour with a minimum of two hours. There are no hidden fees. After you
meet with your Advisor for an initial free one hour consultation, you will
receive an estimate of how many hours it will take to complete your
financial plan.
Becoming a Client
Becoming a client is easy. Here are the steps:
1. Initial Consultation: All of our clients receive an initial free one hour
consultation to discuss your goals, expectations and needs.
2. Proposal: Once your Advisor has an opportunity to learn about you
goals, he/she will provide you with an estimate for the work.
3. Work on Your Plan Begins: Your Advisor will analyze the areas of
concerns, goals and any documents you provide him/her to start
putting your financial plan together.
4. You Receive Your Plan: Recommendations will be made based on
the areas you discussed with your Advisor. You will receive a plan
outlining the reasons and the supporting research for each
recommendation.
Start putting your financial plan together with us. Get a free financial
checkup. Click here to submit your information online.
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| Investment Management and Financial Planning |
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Client Quote About Our
Services
"Cathy Pareto and Associates’ expansive
knowledge and experience in financial planning
and investment management has made a positive
impact to my family’s financial future. Your team's
‘can do’ attitude and undivided attention in
providing objective advice has surpassed all
expectations of speed and flexibility. It is very
clear that the Cathy Pareto and Associates’ is
committed and dedicated to their clients. This is
evident through the experience we had with Cathy
Pareto. The skill level she demonstrated while
assisting us immediately gave us a comfort level
that we were in the safe hands! She did not make
us feel nervous, rushed or compelled to buy
something immediately. She was extremely
patient and explained all details of investment
management. Her personality and warmth made
us feel completely satisfied that we made the right
decision by coming to Cathy Pareto and
Associates."
Existing Client
You May Be Interested In
Financial Planning for Women
Services for Individual Investors
Services for Small Business Owners
Retirement Planning
Investment Management
Services for Families
Investing in More Objective Advice.pdf
Services
"Cathy Pareto and Associates’ expansive
knowledge and experience in financial planning
and investment management has made a positive
impact to my family’s financial future. Your team's
‘can do’ attitude and undivided attention in
providing objective advice has surpassed all
expectations of speed and flexibility. It is very
clear that the Cathy Pareto and Associates’ is
committed and dedicated to their clients. This is
evident through the experience we had with Cathy
Pareto. The skill level she demonstrated while
assisting us immediately gave us a comfort level
that we were in the safe hands! She did not make
us feel nervous, rushed or compelled to buy
something immediately. She was extremely
patient and explained all details of investment
management. Her personality and warmth made
us feel completely satisfied that we made the right
decision by coming to Cathy Pareto and
Associates."
Existing Client
You May Be Interested In
Financial Planning for Women
Services for Individual Investors
Services for Small Business Owners
Retirement Planning
Investment Management
Services for Families
Investing in More Objective Advice.pdf