Comprehensive Financial Planning
Financial Planning is the reality check you need!
If you fail to plan, you plan to fail. Without a plan, it is unlikely you will achieve your financial goals. We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success. Your financial advisor should be someone you can call on at any time and not worry if they will take your call or not or how much it will cost you.
The Financial Plan is a living document to help guide you towards your financial, retirement, and life goals. You are living a once in a lifetime experience, so why should your financial plan be any different. We will create a completely customized plan for your specific situation.
Your plan involves establishing goals for your future; gathering information and evaluating all aspects of your current financial situation; and developing, implementing and adjusting that plan over the lifetime of our professional relationship. Among the many areas we cover in the financial planning process are:
Our process can cover, but is not limited to, the following topics:
New financial planning relationships begin with a 2 month comprehensive planning engagement, at a flat fee of $3,000 per household. Half of the cost ($1,500) is due upon signing the formal engagement letter and the other half ($1,500) is due upon the presentation of the financial plan.