Financial planning to meet your needs.
We offer a comprehensive financial planning process as well as limited scope financial reviews.
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Full Plate Financial Plan
This total financial review is designed to give you clarity, confidence, and a clear path toward your financial goals.
What’s Included:+ Budget & Cash Flow Review
+ Investment Planning
+ Retirement Planning
+ Debt Strategies
+ Estate Planning Checklist
+ Insurance Review
+ Tax Planning
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Investment & Account Review
A one-time session to review your investment and retirement accounts, to help you gain clarity and make smart investment decisions.
What’s included:
+ Account type overview
+ Roth or Traditional IRA guidance
+ Asset allocation breakdown
+ Goal and timeline alignment
+ Simplification and consolidation ideas
+ Risk tolerance snapshot
+ Tax Optimization
+ Next steps for DIY investors
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Estate Planning
A guided process to get the essentials in place so your family and business are protected.*
What’s included:+ Last Will and Testament or Revocable Living Trust
+ Health Care Proxy
+ Power of Attorney
+ Guardianship designations (for minor children)
+ Digital asset and beneficiary planning
+ Business succession instructions
+ Side Letters of Intent
+ Secure document storage and ongoing access
Financial Planning and Tax Service Plans
For families looking to integrate financial planning, tax, and investment.
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Growth Plan
For young farm & food businesses and food systems professionals
What’s Included:+ Financial Planning Process
+ Budget with Monarch Money
+ On-going Investment Advice
+ Personal Retirement Planning
+ Debt Strategies
+ Spring Strategy Meeting (1 hr)
+ Autumn Planning Meeting (1 hr)
+ Expert Tax Services (Individual Returns with Businesses)
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Wealth Plan
For established families & business owners with more complex needs.
What’s included:Everything in the Growth Plan plus
+ Advanced Risk Management
+ Estate Planning
+ Summer Wellness Meeting (1 hr)
+ Small Business Retirement Plans
+ Expert Tax Services (Individual Returns Plus Entity Returns)
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Legacy Plan
For high net worth families committed to impact.
What’s Included:Everything in Wealth Plan plus
+ Wealth Preservation Strategy
+ Tax-Efficient Giving
+ Values-driven Distribution
+ Regenerative Farm Business Leadership
+ Land Stewardship Planning
+ Succession Planning
*Shelterbelt Advisors does not provide legal advice. Estate planning guidance is provided in collaboration with one of our trusted partners. Please consult a qualified attorney for legal advice specific to your situation.
Want to empower your team with the financial tools they need to succeed?
If you want to offer a small business retirement plan, let’s talk.
Helping your team build financial confidence is a victory for all of us.