1900 Campus Commons Drive
Suite 100
Reston, VA 20191
Tel: (703) 391-8466
Our Services
We will help you with any or all of the following topics as you wish.
Services offered include:
- Comprehensive Financial Plans
- Portfolio Analysis and Review - including 401(k) plans
- Asset Allocation and Risk Tolerance
- Retirement Planning
- Insurance Review
- Tax Planning
- College Education Funding
- Cash Flow and Debt Analysis
- Financial Check Ups/Second Opinions
- Employer Financial Education Programs
Working with You
You don't need a fortune to start building one.
We will start by scheduling a "get acquainted" meeting. Here you will bring your "Confidential Questionnaire" which you can download from the Client Forms page. The meeting will take about thirty minutes and it gives us the opportunity to learn more about your needs and how we can help you. It also gives you a chance to learn more about us.
Together, we will figure out what you need, what additional information we will need from you, and how much the project will cost. We will also schedule a convenient time and date - usually two to four weeks later - to present our recommendations to you.
Before we finish our work, we may have to call you once or twice to clarify information you gave us.
Expect the presentation meeting to last as long as two hours. We will thoroughly discuss our findings and recommendations and answer any and all questions you may have. Most of you will prefer to implement our recommendations yourselves; however, we will help you if you wish.
Financial planning should be an ongoing process and you will probably want to have periodic checkups just to make sure you stay on track. It is usually only necessary to do this once a year but it is entirely up to you. With Boucher Financial Planning Services, there are no long term contracts but we are always here when you need us.
Family/ Individual Financial Plan: By far, our most popular service, our review may include your cash flow, debts, net worth, insurance, education funding, retirement plans, estate plans, and investments. We will provide you with a series of informative reports, an “Executive Summary” summarizing the reports, an investment commentary with specific recommendations, and an action plan. We will present our findings at a presentation meeting where everything will be thoroughly explained to you. On average, a typical assessment will take from seven to twelve hours including the two hour presentation meeting. Average costs range from $1,500 to $2,500.
Real Time Financial Planning: Bring your statements, pay stubs, tax returns, insurance documents, and anything else you can think of and we will have a two hour session where we will answer as many questions and address as many issues as we can. We will follow up with a one page commentary and an action plan. This is an excellent service for those seeking less detailed direction. Real Time Financial Planning is available for a set fee of $500.
Consultations: We can address very specific issues regarding your investments, debts, education funding, estate planning documents, insurance or any topic of your choice. Consultations are offered at our hourly rate of $210. The total cost will depend on the scope of the project.
Follow up Services: We are happy to answer your questions after we have performed a service for you. There will be no cost for this service for a period of ninety days after the service is rendered and providing that no additional research or analysis is required. Periodic reviews are strongly encouraged with the frequency depending upon individual circumstances. Follow up services and periodic reviews are billed at our hourly rate ($210).
Our Mission
Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible.
