• Comprehensive Financial Planning

    The Comprehensive Financial Plan along with Comprehensive Divorce Financial Planning creates a roadmap for your financial goals and helps you understand what your cash flow will likely look like. It encompasses all aspects of your financial life:

    • Cash flow and budgeting
    • Saving and investing
    • Retirement projections
    • Risk analysis and insurance
    • Real estate
    • Education planning
    • Employee benefits
    • Charitable giving
    • Childcare and eldercare issues
    • Tax and estate planning

    The process:

    • Identify and prioritize your short-term and long-term financial goals.
    • Gather and organize data and documents through questionnaires, interviews and worksheets.
    • Analyze your financial situation using specialized software and other tools to identify challenges and opportunities are they relate to key objectives.
    • Develop a saving and investing strategy to fund your objectives.
    • Provide a written plan with recommendations and action steps.
    • Assist with implementation of plan tasks and recommendations where needed.

    Fee: Flat Fee of $36,000 per year