Terrence Heafey

Brickwork Financial Planning offers ongoing retainer financial planning services and consulting for a fixed fee paid either monthly or quarterly in advance. Services include tax planning, insurance reviews, inventory of assets, analysis of financial goals, portfolio analysis, retirement planning, and estate plan reviews.

• Individual Planning Modules (such as titling and beneficiary designations, risk management and insurance planning, banking and credit management, executive compensation, education and family support, tax planning, business succession planning, distribution of estate, and charitable giving) — $250 to $5,000 per module, which includes a one-hour consultation, written summary of module objectives, and customized reports such as a net worth statement or asset allocation analysis.
• Retirement Income Planning Engagement — a customized engagement involving multiple in-person meetings, goal planning profiles, asset allocation reports, and distribution optimization strategies using financial planning software.
• Hourly Consulting — $250 to $350 per hour for financial planning and general consulting services.