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Comprehensive Financial Planning
For those clients who are seeking a thorough review and assessment of their financial planning goals, we offer Comprehensive Financial Planning.
We will prepare a comprehensive analysis of your existing financial situation, quantify and prioritize goals, identify deficiencies and recommend specific, customized solutions. Your plan will address the following topics (if applicable):
- Investment Planning
- Retirement Planning and Goals Analysis
- Educational Funding Needs Analysis
- Estate Planning Recommendations
- Insurance Review
- Debt and Cash Flow Management
- Tax Planning
The fee for a comprehensive financial plan is dependent of the size of the estate and the complexity of the assets and issues. Fees are generally provided at the end of the initial consultation meeting, once we have reviewed your situation in detail. Our minimum fee for a comprehensive financial plan is $2500.
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