FJY Financial Planning Services

Fox, Joss & Yankee provides a comprehensive, customized and integrated approach to financial planning that incorporates years of experience as well as the latest tools and best practices.

At the most basic level, Fox, Joss & Yankee helps clients discover and establish their life goals. Together, we analyze and evaluate your financial status based upon the financial and non-financial data you’ve gathered for us. Together we develop a plan and then implement that plan so you can achieve your life goals. We then monitor your plan and periodically make adjustments as necessary.

The CERTIFIED FINANCIAL PLANNER™ professionals at Fox, Joss & Yankee use the financial planning process to help bring various parts of your financial life to order. By understanding the interactive nature of the various and complicated parts of their financial lives, clients of Fox, Joss & Yankee make better informed decisions resulting in a greater probability of reaching their life goals. Depending on your situation, we determine which if of the following may benefit you:

General Principles of Financial Planning
Includes among others; managing cash flow, education planning, saving, spending, and managing debt and credit.

Investment Planning
includes stocks, bonds, and non-traditional, alternative investment classes. Click here for more information about Fox, Joss & Yankee’s investment philosophy.

Income Tax Planning
Includes ; tax-efficient investing, tax minimization strategies, gifting and philanthropic desires, annuities, like-kind exchanges, and AMT issues.

Retirement Planning
includes a needs analysis, retirement accounts like 401ks, deferred compensation, and social security.

Insurance Planning and Risk Management
includes property, casualty and liability insurance, life health, disability and long term care insurance, and business use of insurance and annuities.

Employee/Employer Benefits Planning
Includes group life, disability and health insurance, employee stock options, stock plans, qualified and non-qualified deferred compensation plans, qualified retirement plans (401ks), and succession planning.

Estate Planning
includes property management during your life time and periods of incapacity and property transfer at death, gifting strategies, charitable transfers, estate liquidity, and estate tax planning.

  • Fox, Joss & Yankee Fees

    Fox, Joss & Yankee’s fees are based upon an estimate of the time it will take us to complete the projects. Clients typically incur fees of $500 to $3,500 per project. Our project fees are based upon complexity of the client’s situation and the type of service provided.

    Our ongoing management fees are based on assets under management (AUM) with a minimum tied to client complexity and services provided.