Did you realize?
It’s time to make a plan
Comprehensive financial planning
NO ASSET MINIMUM.
A comprehensive financial plan serves as a road map for your financial life. Using a holistic approach, we will evaluate your current and future financial state, define your goals and objectives, and create a plan to achieve them. Your custom financial plan will help you understand your entire financial picture, prioritize your goals, and provide action items and accountability.
Once your plan is in place, the real work begins. We will continue to engage one on one over time to track your progress, monitor your plan, and assess any need for changes or adjustments. By paying an annual or monthly fee, you will get continuous access to us if you have any questions, should life take an unexpected turn, or you’d simply like a sounding board.
Your financial plan can address the following areas of concern:
How Much does it cost?
While each situation is different, the average cost for a financial plan is $3,500. The actual fee is determined based on the complexity of the client’s situation. Hourly planning services are also available with hourly rates ranging from $250 to $350, depending on complexity.
We’ll discuss your finances at a high level, the services we can provide to help you meet your objectives, and determine a fee structure based on your needs.
We’ll define your financial situation, personal and financial goals, timeline, and attitude about risk. We’ll gather all relevant financial documents and information.
We’ll analyze your information to assess your financial situation and determine what’s needed to achieve your goals. This assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
We’ll develop and review financial planning recommendations with you that address your goals and concerns and revise recommendations as needed. We’ll present you with a custom financial plan containing specific recommendations and a timeline.
Together we’ll agree on how the specifics of your plan will be carried out and provide necessary accountability. We may carry out the recommendations for you or coordinate the process with other professionals such as attorneys or insurance professionals.
We will monitor your progress, keep you on track, and make any necessary adjustments should life take an unexpected turn.