Global Financial Plan

The Financial Plan is your road map. Your financial planner is your guide.

The Global Financial Plan is ideal for clients who want to integrate comprehensive financial planning with their existing asset manager, insurance agent and tax persons. This plan covers all areas in your life with a dollar sign: goal setting, cash flow analysis, debt management, investments, tax planning, employee benefits, real estate, education savings, retirement, insurance and estate planning. In addition, the planning process engages existing (or new) asset managers, insurance agents and tax persons into the conversation so that everyone is on the same page. This plan is a six-month engagement and includes six in-person (or virtual) meetings and a Financial Update one year from the end of initial Global Financial Plan engagement. The flat fee for this plan is $10,000.

OUR FINANCIAL SERVICES

Global
Financial Plan

The Global Financial Plan is ideal for clients who want to integrate comprehensive financial planning with their existing asset manager, insurance agent and tax persons...
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Comprehensive
Financial Plan

The Comprehensive 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...
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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...
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One Page
Financial Plan

The One Page Financial Plan tackles your most pressing financial issues in a real-time 90 minute financial planning session...
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Financial
Alignment

Periodic updates to the financial plan for all clients who have completed the planning process. $500 each session.
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Ongoing
Coaching

This gives clients unlimited email/phone access, as well as one 60 minute coaching session every six months where we review goal progress, investments, retirement allocations and get any financial questions answered...
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