Financial Planning

Whether your goals are in the near or longer-term, we believe that a financial plan provides the compass towards to your goals.

Our 5 -step process outlines how we'll approach your needs:

1. Informational Call

This is the beginning of our working relationship with one another. On this phone call or zoom meeting, we’ll be able to learn about your financial needs, and will share how Berknell Financial Group can assist as your trusted financial partner.

2. Data Gathering

Upon choosing to work with us, you’ll have access to award winning financial planning software, where we will undergo your discovery activity. We’ll use information such as your clearly stated goals, account balances and allocation, and debt amongst other things to build out your recommendations.

3. Financial Evaluation

After analyzing the data, we’ll have another meeting to review your recommendations and make any adjustments, if necessary.

4. Implementation

After reviewing the recommendations, we’ll begin to implement them through opening investment accounts, transferring any funds, and implementing your budget along with any other suggestions. We’ll invest the funds on your behalf and we’ll keep you updated on performance during our pre-determined check ins.

5. Periodic Reviews

Advice With You In Mind™ not only means giving you suitable recommendations, but it also means helping you stay on track. We’ll schedule annual, quarterly or monthly meetings to discuss your plan, investments, and any life changes that may occur.

Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity

Part I discusses different types of equity and why it is important for tech professionals.

We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.

Get Your Plan in Place


About us

We’ve worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities and vision.