Goldstein Financial Future
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Why Fee Only?

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Financial planning is more than financial products

Fee-Only planning creates a financial road map to guide you through retirement, tax, estate planning, insurance, employee benefits, and investment decisions.  As a fee-only planner, I am compensated by hourly fees, not by product commissions. 
This method allows me to make unbiased recommendations for you. 
​I provide education and analysis to help your make informed financial decisions.  
By providing record keeping, I help you organize and bring together your financial information.​

Fee-Only Planning will help answer the following

Frequently Asked Questions:

  • ​Will I outlive my money?
  • Is my current portfolio too conservative or too risky?
  • How do I bring together all of my financial information so I know what my portfolio looks like?
  • I am in debt up to my ears; what is the best way to reduce my outstanding debt?
  • How do I create a budget?​​
  • What are this year’s tax changes and how do they affect me?
  • How much life insurance do I really need?
  • How do I use QuickBooks for my business?
  • What are some good investment strategies for my 401(k)?
  • From a tax perspective, what is the best way to structure my charitable giving?
  • What would my monthly mortgage payments be if I purchased a $200,000 home? An $800,000 home?
  • My child is graduating from high school next year: how do I know if I have set enough money aside?  If I haven’t, how can I secure financial aid?
  • When can I retire?
  • Do I have enough set aside for retirement?  If not, how much should I be saving annually?
  • How do I minimize estate taxes and maximize the amount that goes to my heirs after my death?
Copyright © 2020 Goldstein Financial Future. All rights reserved.
  • Home
  • Retirement
  • Paying for College
  • Budgeting
  • Divorce
  • About Michelle
  • Why Fee Only?
  • Contact