Full-Service Financial Plan
Whether you are just starting out, want a full financial plan or just some advice by-the-hour, I am happy to provide professional advice and support you on the path forward.
Full-Service Financial Plan : Typically* $3,500
Detailed exploration of each budget category
Review of each account and debt management strategies (pay-down strategies)
Drill-down into each potential tax-saving strategy
Review of your emergency fund needs
Analysis of each type of insurance to ensure it is the best fit
Detailed planning for cost of education
A detailed look into your current savings and goals for retirement. Includes future projections.
A detailed review of investments and asset allocation
Review of any necessary estate planning goals
* Why can't we provide an exact quote?
Each individual and family's situation is unique. From accounts owned, financial goals desired, debts owed, and family and life complexities - we create a financial plan based on you and tailored to your goals. Therefore, we spend the necessary time to provide you with the exact information you need to be successful. Before we start any work in our process, together we define the planning project scope and cost so you know exactly what it will cost and what you will receive.