A Comprehensive Map for Your Financial Journey We’ll work together to craft a clear path toward your goals and provide actionable recommendations.
Here are the highlights:
What You Receive
- Advice on Tax, Estate, HSA, Insurance, Education Planning, Retirement, and Investments
- Unlimited online access to your plan
- Ability to monitor and adjust your own plan in future
- Checklist of specific recommendations
- Detailed portfolio analysis
Pricing
- Typical plans cost $300.00 depending on complexity
- Cost is paid up front
- If you decide to continue to work with us you will get a fee reduction on assets held
Our One - time Financial Planning
1. Introductory Call: A 10-15-minute phone call to get to know one another and make sure our expertise matches your situation.
If we are a fit, you will be sent a list of items to provide us to start the financial planning process.
2. First Meeting – Discovery: The purpose of this no-obligation meeting is to gain clarity on your goals, concerns and unique financial situation.
Our analysis will be guided by your answers to our questions, along with the documents we’ll ask you to bring to our meeting. If you decide to move forward, we’ll hold onto your documents and get started on your plan.
3. Second Meeting – Financial Plan Presentation: We apply our expertise and understanding of who you are to analyze your situation and produce actionable recommendations.
This meeting usually lasts over an hour. Our goal is that you will leave our office with a clear understanding of your financial situation along with a detailed map toward your goals.
4. Post Plan Delivery – Year of Email Support: We understand that you may have follow-up questions as you review and digest our recommendations.
In addition to having online access to your plan, we provide a year of email support as you implement our work together.
