Standalone Financial Plan
The initial financial plan involves analyzing each aspect of your financial picture and how everything comes together over time. It will incorporate what we know about your situation and your goals to predict cash flows and asset values throughout your life. The following topics will be included in the initial financial plan: 
  • cash flow and debt management
  • college savings
  • employee benefits optimization
  • estate planning
  • goal setting
  • insurance review
  • investment analysis
  • retirement planning
  • risk management
  • tax planning strategies
 
Clients will receive an electronic report with a detailed financial plan designed to achieve his or her stated financial goals and objectives. Depending on the complexity of the plan, typical pricing ranges between $1,500 and $5,000. 
 
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Financial Plan $325/Hour

Would you like a 360 degree view of your financial picture?

Are you ready to create an efficient plan?

Would you like to uncover gaps and opportunities?

Are you ready for thorough, professional advice?

Independent

Free to find the best solutions

Fee Only

No commissions

or product sales

 

Fiduciary

Your best interests come first

 

Impactful

Make a difference

with your dollars