WHAT IT IS—
This is a thorough review of all facets of your financial life, from cash flow to investments to taxes, to overall organization. In addition, you’ll receive 4-6 focused strategy meetings during which we’ll explore your goals for your future, and establish the steps needed to get there.
WHAT YOU GET—
You’ll receive unlimited phone and email support during the plan period, forever access to financial planning software, and at the end of the planning process, will have a written set of recommendations and a full analysis of your overall financial picture.
WHAT YOU’LL PAY—
Fees are based on complexity, and a detailed proposal will be prepared for you. In general, the fee range for a comprehensive plan is $3,000-$5,000