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.
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