Strategic Financial Plan
The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations…
The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. The most common areas are cash flow, home affordability/renovations, investments/college savings and retirement. This plan includes three virtual meetings anda year of unlimited phone and email access. The flat fee for this plan is $4,800.
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