Comprehensive Financial Plan
The Financial Plan is your road map. Your financial planner is your guide.
The Comprehensive Financial Plan provides objective and customized comprehensive financial planning for a flat fee of $7,500. The financial plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations. Financial areas include goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning. The Comprehensive Planning process is a six-month engagement and consists of four in-person (or virtual) meetings to actively help you implement the plan and keep you accountable.
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