Table Rock Financial Planning

Table Rock Financial Planning is an independent, fee-only financial planning firm located in Boise, Idaho. We are dedicated to empowering hard-working people to plan their finances effectively, ensuring they can prosper in life. Our firm helps clients get organized, develop sound financial strategies aligned with their personal values and goals, and implement these strategies in a cost-effective manner. We serve the middle market without income minimums or net worth requirements. Our commitment to objectivity means we do not sell financial products and do not receive commissions or referral fees. Instead, we offer independent expertise, professional validation, encouragement, education, and perspective for personal financial planning.

Our Philosophy

At Table Rock Financial Planning, we believe that financial planning should be tailored to each individual's unique circumstances and goals. We take the time to understand our clients' aspirations, concerns, and values to create a personalized plan. Our philosophy emphasizes the importance of transparency, honesty, and professionalism in all our interactions. We strive to build long-term relationships based on trust, trustworthiness, and continuous support.

Services Offered

Our comprehensive services include financial planning, investment management, and ongoing support. We provide guidance on budgeting, saving, investing, retirement planning, estate planning, and more. Whether you need a one-time consultation or ongoing management, we are here to help you achieve your financial objectives.

Investment Management

Our investment management services focus on creating diversified investment portfolios that align with your risk tolerance, time horizon, and financial goals. We use a variety of investment vehicles, including stocks, bonds, mutual funds, ETFs, and other securities. Our approach prioritizes long-term growth, income generation, and risk management.

Financial Planning Process

The financial planning process at Table Rock Financial Planning involves several steps. First, we gather information about your current financial situation, goals, and preferences. Next, we analyze your data to identify areas for improvement and opportunities for growth. Then, we develop a customized plan tailored to your needs and objectives. Finally, we implement the plan and monitor its progress, making adjustments as necessary.

Fees

We operate on a fee-only basis, which means our compensation comes solely from our clients' fees for services rendered. This approach eliminates any conflict of interest, ensuring our advice is unbiased and in your best interest.

Recommended Resources

To further assist our clients, we recommend various books and websites that offer valuable insights into personal finance and investing. These resources can be found in our recommended section.

Client Services Agreements

Before beginning our services, we require all clients to sign a financial planning or investment management client services agreement. This agreement outlines the scope of our services, our responsibilities, and your expectations.