How it Works

Engagement Options

Minsky Financial Group is proud to serve as a financial guide, offering a variety of personal and business planning services designed to help clients make wise decisions with their money. We understand that everyone has different financial planning needs, so we offer four levels of engagement:



This ad hoc consulting service is designed for individuals who would like to supplement a plan they already have in place, aren’t ready for full financial planning, or prefer a DIY approach. We’re here when you need us, and we’ll help you choose the best solution(s) to meet your needs.


Foundational Planning

This service addresses key areas of your financial world to help you establish a strong financial foundation. We’ll discuss where you are now and where you’d like to be, and we’ll provide practical guidance about core financial strategies such as investments and risk mitigation to get you on the right track toward your goals.


Comprehensive Planning

Whether you’re looking to optimize your business or personal financial landscape, comprehensive planning ensures no stone is left unturned. We go beyond foundational strategies and address each area of your wealth, bringing everything together into one cohesive plan that helps you accomplish your goals efficiently.


Personal CFO Services

For business owners who want to tend to their wealth at every level, this elite service marries comprehensive business and comprehensive personal planning. We’ll address the complexities that come with coordinating these two areas of your financial world, and we’ll help you develop a plan to achieve optimal results in both your personal and professional life.

Suite of Services

Depending on our level of engagement, some of the services we cover may include:

Personal Planning

  • Net Worth Tracking
  • Cash Flow Analysis
  • Savings Strategies
  • Asset Protection
  • Insurance Planning
  • Investment Management
  • Retirement Income Planning
  • Estate & Trust Planning
  • Plan Coordination with Accountant & Attorney
  • College Planning
  • Strategic Tax Planning
  • Legal Document Reviews
  • Benefit Package Analysis
  • Gifting Strategies
  • Charitable Planning

Business Planning

  • Benefits Overview
  • Key Employee Protection
  • Key Employee Retention
  • Succession Planning
  • Retirement Plan Design & Audits
  • Retirement Plan Outline
  • Pension Plan Options
  • Non-Qualified Deferred Comp