Fee-based Planning

As a Certified Financial Planner™ Practitioner Christopher DiStefano, CFP^®, is dedicated to taking you through a comprehensive planning process that reviews and helps to address every aspect of your financial life.

The outcome of this thorough review of your finances is a detailed document that shows where you are today, where you can be in the future should you continue your existing path, and what potential alternate scenarios may look like based on certain changes to your situation.

Christopher’s process aligns with the six-step process outlined and taught by the Certified Financial Planner Board of Standards, Inc.:

Step 1. Establishing and defining the client-planner relationship.

Step 2. Gathering client data, including goals.

Step 3. Analyzing and evaluating your financial status.

Step 4. Developing and presenting financial planning recommendations and/or alternatives.

Step 5. Implementing the financial planning recommendations.

Step 6. Monitoring the financial planning recommendations.

You are not obligated to implement our recommendations. Many of our clients simply seek a second opinion and appreciate an objective review of their situation.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Individuals and Families

Fee-based Planning