Retirement and Estate Planning Consultation


financial planning consultation

Financial Planning Consultation

Posted September 15, 2018


The Watson CPA Group offers fee-only financial planning including small business retirement plans in-person, telephone or Skype. We love to Skype- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or Skype.


Our fee is $150 for 30 minutes. If we decide to press forward with an engagement, we will credit the $150 towards future services.


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Consultations are scheduled on Mondays, Wednesdays and Thursdays. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to. We will answer your questions to determine three things-


  • Do you need our help?
  • Can the Watson CPA Group and its support staff help you?
  • Can we work together as a collaborative partnership?

From there we can determine the best plan, and we will provide a quote for those services. This page is for retirement, estate and financial planning consultation requests. While all these requests go into one big hopper, you might want to route your consultation requests using the buttons below-



Shockingly we actually return all consultation requests via email and phone call. No black holes here!


Retirement and Estate Planning Consultation

Financial planning is much more than plugging a few numbers into a financial calculator or website and getting “your number.” A retirement checklist is nice, but it is only a tool in the financial planning toolbox. Retirement and financial planning is a comprehensive on-going process as the image to the right illustrates. Pretty pictures are just that.. let’s break this down and drill into some of the finer details. There are three major asset and wealth components-


  • Accumulation (fun and exciting part)
  • Preservation (tricky part)
  • Transfer (necessary evil part)

To be successful with each of these components requires financial planning, but beyond these considerations, financial plans offer three exciting benefits-


  • Define Goals and Objectives
  • Create A Custom Blueprint
  • Measure Success


It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.


To set up an appointment, please call our offices or use the form below. Thank you in advance for time, and we look forward to working with you!


The Watson CPA Group (team profile)