Christopher Long, CFP, MBA
Long Financial Planning offers Comprehensive Financial Planning services for individuals and 401k advisory services for Small Businesses.
Our full planning process is very thorough. The initial plan takes place over a series of 4 meetings and covers everything from goal setting, investment recommendations, 'what if' scenario development for major decisions, to estate planning. Clients who complete the full plan have the opportunity to become retainer clients who receive ongoing planning assistance and investment management.
We also offer a one-time 3-hour planning session for clients whose situation is less complicated and want to implement any recommendations themselves.
Use the quiz on our website to see which service is the best fit for your needs.
We also serve as advisors to small business on their 401k plans. We assist them with developing an investment policy statement, provide investment recommendation options to the plan and monitor them, as well as provide employee education. Since we do not sell products, we can provide our clients with advice that is in the client's best interest and not tainted by product sales. Using our approach our clients have been able to substantially reduce the costs of their 401k plans.
See how your company's 401k plan stacks up using the evaluation tool on our website.
Christopher Long is a Certified Financial Planner(r). His education background includes a BA in Economics from Yale, and a MBA from Stanford.