Life is fluid—opportunities arise, goals change, and people surprise you. The goals you had five, ten or twenty years ago probably aren’t the same goals you have now. For that reason, financial planning at its best is never a one-and-done process. We believe our role as your financial partner should go beyond setting up your accounts and sending a yearly email. Instead we want to walk with you through the different seasons of life, so we’ve created a unique approach that takes our ability to serve you to the next level.
Here at Parkes Financial, we offer a cutting-edge subscription model designed to give you on-demand service when you need it most. We offer three unique levels tailored to your needs and phase of life. Each tier offers ongoing communication with our financial experts and regular reports and projections to keep you informed about your progress.
Having a professional team available exactly when you need it.
Simple and clear payment for services.
Relevant guidance tailored to you.
Bringing all the pieces together into a coordinated strategy.
Eliminate duplication of effort through streamlined services.
Updates to your strategy made real-time as your life changes.
Tracking your progress toward financial goals over time.
Ongoing discussions around the best financial strategies for you.
Mitigates potential advisor conflicts-of-interest.
Make your life easier.
starting at $49/mo
starting at $199/mo
starting at $999/mo
*Parkes Financial does not provide tax advice.