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our partnership

 

I offer two options to help you work toward your financial goals - a full financial plan or an hourly rate for one-off support.​​

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Financial Plan

We will work together to determine each of the following...

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  • Net Worth (assets & debts)

  • Cash Flow (income & expenses)

  • Financial Goals (defined & projections)

  • Investments (current & proposed)

  • Retirement (goals & projections)

  • Tax Strategy (considered across investments)

  • In Some Cases: Risk Management (insurance), Estate Preservation (beneficiaries & document review)

I will then develop a plan and we will discuss options related to...

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  • Net Worth Growth

  • Budgeting

  • Goal Achievement

  • Investment Allocations

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Ongoing support

You might not want a full financial plan, but instead are simply looking for support on the financial decisions  you're considering. Examples...

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  • Review current investment strategies and share ideas for alternative strategies

  • Analyze the pros and cons of paying off debts early

  • Review current spending and share ideas for budgeting

  • Understand how likely you are to achieve financial goals, like retirement

typical flow

 

For your best long-term success, I like to begin with a full financial plan. After we create your financial plan, you'll retain access to the planning tool for as long as I operate Belay Finance. You can then adjust your goals and test assumptions on your own, for ongoing planning. And I'm here to support you, when you encounter one-off questions where you'd like support.

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Financial Plan


Establish the baseline and gain access to our financial planning program.

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ongoing support


Partner with me when you encounter questions or challenges.

let's connect!​

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I'm located in Montgomery, OH and am happy to meet locally in person, but I handle most consultations remotely. If you'd like to chat, you can schedule time with me here, complete this form or email me directly at dave@belayfinance.com.

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I look forward to hearing from you.

Thanks for the message. I will follow up as soon as I'm able.

Please remember

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  • The information provided on this website is for general informational purposes only, and does not constitute financial advice.

  • Any financial models and tools provided on this website are for illustrative purposes only, and should not be relied upon as a basis for making investment decisions. The accuracy of these models and tools is not guaranteed, and the results may vary depending on the assumptions used.

  • This website may contain links to third-party websites or content. We do not endorse or make any representations about the accuracy or completeness of any third-party content.

  • This website may contain forward-looking statements, such as projections or forecasts. These statements are based on current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially.

  • Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should carefully consider your investment objectives, risk tolerance, and financial situation.

  • Consult with a qualified financial advisor before making any investment decisions. Check the background of your financial professional on FINRA's BrokerCheck.

 

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