FEE-ONLY FINANCIAL PLANNING · BOISE, IDAHO
Financial planning. On your terms.
Work with Rick Boss by the hour, by the project, or through an ongoing relationship. Financial planning for individuals and families in Boise and Southwest Idaho.
WAYS TO WORK TOGETHER
One question, a focused project, or ongoing guidance.
Choose the kind of planning relationship that fits the help you are looking for.
PLANNING PRIORITIES
Planning for the decisions ahead.
Bring the questions that matter to you. These are planning topics Rick can help you address, whether you need focused advice or a broader financial plan.
Your planning priorities.
Six areas to explore within your financial plan.
- THE NEXT CHAPTER
Retirement
Explore retirement readiness and the financial questions around your next chapter.
- FAMILY GOALS
Education
Consider how education goals fit with your family’s other financial priorities.
- DAY-TO-DAY FINANCES
Cash flow and debt
Review spending, saving and debt decisions, including whether to pay down your mortgage.
- TAX CONSIDERATIONS
Taxes
Consider the tax implications of your financial-planning decisions.
- RISK & COVERAGE
Insurance
Review insurance needs and the role coverage plays in your financial plan.
- YOUR PORTFOLIO
Investments
Get an objective second opinion on how your investments fit your goals.
ADVICE & DELEGATION
Separate investment management.
Financial planning and investment management are separate services. For clients who want help implementing and overseeing a portfolio, Table Rock also offers investment management. Planning may include investment advice. Delegated investment management is a separate service, with an investment-policy approach and periodic portfolio reviews.
Explore investment managementREAD & PREPARE
Useful resources, in one place.
Explore Rick’s reading recommendations, earlier articles and practice documents on the Table Rock website.
Recommended books
Rick’s reading list on personal finance, investing and financial planning.
Open reading list
Article archive
Earlier articles from Rick. Original publication dates remain visible in the archive.
Browse the archive
Forms & documents
Find the practice’s questionnaire, agreements, brochure and privacy information.
View documentsBEFORE YOU GET IN TOUCH
A few practical questions.
Understand the ways you can work with Rick.
Can I get help with just one financial question?
Yes. Table Rock offers financial planning by the hour or by the project, as well as ongoing planning relationships. Contact Rick to discuss the questions you want to address.
Is investment management the same as financial planning?
No. Financial planning can include advice about your investments within your broader financial picture. Investment management is a separate service for clients who want to delegate portfolio implementation and oversight.
Where is Table Rock, and how do I contact Rick?
Table Rock Financial Planning is based in Boise and serves individuals and families in Boise and Southwest Idaho. Call (208) 629-2349 or email Rick.Boss@tablerockfinancial.com. The contact page has the firm’s published office details and contact form.