Comprehensive Financial Plan
$1,500 - $4,500*
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Written financial plan addressing every aspect of your financial life, including:
- Cash flow
- Debt
- Investments
- Insurance
- Education
- Retirement
- Estate Planning
- Charitable Giving
- Tax Planning
- Other topics as needed
Clear instructions for how to follow all recommendations in the financial plan
2- to 2 1⁄2 -hour meeting with a Certified Financial PlannerTM professional either in person or as a video call to go over the plan in detail and answer questions
Ongoing Financial Planning & Investment Management
$0 - $800/month + 0.6% - 1.0% of assets managed*
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- One-hour review meetings twice a year (see our schedule of discussion topics here)
- Regular updating of your financial plan as your situation or goals change
- Unlimited access to a Certified Financial PlannerTM professional through telephone and email
- Your own personal financial website to keep everything organized and in one place
- Proactive communication when there are new financial opportunities for you
- Investment management
*For normal complexity (for more complex situations, fee can be as much as $800/month).