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Info@milestonefinancialplanning.com milestonefinancialplanning.com 603.589.8010CRUNCHING NUMBER$KeyAcronym ARPA GPL FRA How HRA DHP IRA MFA MFS MAGI QC SSTBMeaning American Rescue Plan Act of 2021
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Research and identify reputable fee-only advisors who specialize in milestone financial planning.
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Schedule a consultation with the advisor to discuss your financial goals and milestones.
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Provide the advisor with all necessary financial documents and information to accurately assess your current financial situation.
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Work with the advisor to develop a personalized financial plan that aligns with your milestones and objectives.
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Regularly review and update your financial plan with the advisor to ensure you stay on track towards achieving your milestones.

Who needs milestone financial planningfee-only advisors?

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Individuals who are reaching significant financial milestones such as retirement, buying a home, starting a business, or sending children to college.
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Milestone financial planning fee-only advisors are advisors who provide financial planning services for a fee and do not receive any commissions or other forms of compensation from third parties.
Milestone financial planning fee-only advisors are required to file if they meet certain thresholds set by regulatory authorities.
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The purpose of milestone financial planning fee-only advisors is to ensure transparency and objectivity in financial planning services.
Information that must be reported may include details of services offered, fee structure, client demographics, and any potential conflicts of interest.
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