Services
Discover the personalized financial solutions offered by Onward Financial Advising to help you achieve your financial goals.
Project/Hourly Financial Planning
Receive a comprehensive financial plan from Brian Blakeman, a CERTIFIED FINANCIAL PLANNER® professional. This service is designed for clients who prefer to manage their own investments while benefiting from expert guidance. You’ll maintain full control over your portfolio, with a personalized plan to help you achieve your financial goals.
Together we will:
- Identify your short-term and long-term goals
- Review your retirement timeline
- Provide investment recommendations
- Review your retirement accounts
- Give you honest opinions on your insurance
- Track your goals
- Review asset allocation
- Discuss tax strategies
Cost: $275 per hour
Ongoing Financial Planning
Receive continuous access to personalized financial advice and comprehensive monitoring of your financial plan to ensure lasting success.
You will receive all the services included above, along with ongoing monitoring and adjustments to keep your financial strategy up-to-date.
Key Services and Deliverables:
Initial Services: Identify your short-term and long-term goals, review your retirement timeline, and receive personalized investment recommendations. I provide honest opinions on your insurance, track your progress, review your retirement accounts, optimize asset allocation, and discuss effective tax strategies.
Ongoing Services: Regular updates and adjustments to your financial plan as your circumstances change.
Quarterly Check-in Meetings: Detailed reports on investment performance, retirement planning updates, legacy planning insights, and strategic tax planning.
Cost: $825 – $1,650 per quarter
Ongoing Service with Quarterly Payments. No Long-Term Contract Required
Investment Management
Delegate the management of your investments and benefit from low fees and personalized recommendations.
- Customized portfolio management aligned with your investment goals.
- Access to third-party money managers under my supervision and guidance.
- Comprehensive oversight and regular updates on your portfolio’s performance.
| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 – $1,000,000 | 0.45%* |
| $1,000,001 – $3,000,000 | 0.90% |
| $3,000,001 – 5,000,000 | 0.85% |
| $5,000,000 and Above | 0.80% |
*OFA may utilize an Outside Manager for all Clients with assets under management of $1,000,000 or less. The above fee schedule does not include the Outside Manager’s fee.
Onward Financial Advising 