Financial planning isn’t just about numbers—it’s about aligning your resources with your values and goals to create the future you want. At Hopkinson Ventures (SHV), we understand that life’s complexity requires a thoughtful, personalized approach to finances. Whether you’re just beginning your financial journey, looking for a strategic check-in, or navigating major life transitions, financial planning is the foundation for informed and confident decision-making.
The Importance of Financial Planning
Financial planning empowers you to take control of your financial life. It helps you:
– Clarify Your Goals: Whether it’s retiring early, purchasing an investment property, or funding your child’s education, a financial plan turns aspirations into actionable steps.
– Stay Prepared: Life changes—whether expected or unexpected—can impact your financial trajectory. A well-crafted plan keeps you resilient and adaptable.
– Maximize Resources: By aligning your spending and saving habits with your priorities, you can optimize resources to achieve your goals faster.
– Avoid Costly Mistakes: Professional guidance helps you navigate complex financial decisions and avoid pitfalls like overextending debt or missing tax-saving opportunities.
Financial Planning at Hopkinson Ventures
At Hopkinson Ventures, we offer a range of financial planning options to meet your unique needs. Our approach is rooted in objectivity and a commitment to acting as your fiduciary, ensuring recommendations that align with your best interests—not external incentives.
Comprehensive Financial Plan
For a flat fee of $7,500, this plan offers a deep dive into every financial area of your life. It includes six months of engagement and six meetings to craft a holistic strategy encompassing:
- Goal setting
- Cash flow analysis
- Debt management
- Investments
- Tax planning
- Real estate
- Education savings
- Retirement planning
- Insurance
- Estate planning
Your goals and values drive the recommendations, ensuring the plan is tailored to your vision. We also coordinate with your existing asset manager or work independently.
Strategic Financial Plan: At $4,500, this option allows clients to focus on up to three specific financial areas, such as cash flow, home affordability, or retirement. With four meetings and one month of unlimited support, this plan provides targeted, actionable advice to address your most pressing needs.
One Page Financial Plan: For $2,500, this plan is ideal for those seeking a top-level financial check-in. With two 90-minute sessions, it offers a tactical guide to streamline your finances, assess specific decisions, and set you on track toward your goals.
Ongoing Coaching: For clients who have completed the planning process, we offer hourly coaching at $250 per hour. This service provides continued support to keep you accountable and adaptable as your life evolves.
Why Work with Susan Hopkinson and Hopkinson Ventures?
Susan Hopkinson, MBA, CFA, CDFA®, brings a wealth of expertise and a hands-on approach to financial planning. As a fee-only financial planner, she serves as a fiduciary, delivering objective advice tailored to your goals. At Hopkinson Ventures, we go beyond traditional financial planning to educate, empower, and guide you through life’s complexities.
Our mission is to align your spending and saving habits with your aspirations, educate you on every aspect of your financial life, and provide a roadmap to achieve your desired future. Whether you’re managing significant life transitions or seeking clarity in your finances, Hopkinson Ventures offers the independence and accountability you need to succeed.
Ready to Take Control of Your Financial Future?
At Hopkinson Ventures, we believe financial planning is a journey—and we’re here to guide you every step of the way. Explore our tailored planning options and discover the power of having a trusted advisor in your corner.
Schedule Your FREE Discovery Call Today!
