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Services and Pricing


Treeline Financial Planning's Services

Treeline Financial Planning offers a variety of financial planning services to its clients. Some clients might need only a couple of these services, while others could need nearly all of them. Whatever scope of resources you need, Treeline Financial Planning has the experience and ability to work with you to determine the best path forward to meet your goals.

Cash Flow Planning
  • Calculate your appropriate emergency fund
  • Determine what dollars go to savings and debt
  • Determine where best to put your savings
  • Prepare for large purchases
  • Analyze selling or purchasing property
  • Reduce or eliminate surprise cash outflows
Tax Planning
  • Guidance on minimizing overall tax liability (Short and Long Term)
  • Identify and implement tax strategies (Roth conversions, investment taxation, filling up tax brackets)
  • Charitable contributions
  • Small business tax strategies
  • Partnerships with CPA's
Benefits Planning
  • Review employee benefits to create a strategic household plan
  • Review employer benefit options (if you own a business) and create a strategic plan
  • Planning for social security and Medicare
  • Pension Planning
Retirement Planning
  • Helping make sure people do not outlive their money
  • Strategies for asset distribution – spending your savings
Investment Planning
  • Analyze the current asset allocation of investments
  • Create your future allocation for individual and combined investments
  • Determine each person’s risk tolerance
  • Education funding analysis
  • Environment, Social, and Governance (ESG) portfolios
  • Planning for real estate investments
  • Planning for company stock
Estate Planning
  • Review estate plan (will, trust, power of attorney, health care directive)
  • Estate tax analysis and planning
  • Digital asset transfer discussions
  • Family planning meetings
  • Charitable donations
  • Partnerships with estate attorneys
Risk Management
  • Help make sure you do not make the big mistakes
  • Review life and disability insurance
  • Long term care planning
  • Review auto, home and umbrella policies for proper coverage
  • Buffer asset planning
  • Partnership with Insurance professionals
Business Planning
  • Business Succession
  • Analysis for buying/selling businesses