All-Inclusive Financial Plan
Your Story Financial Success Starts Here
The All-Inclusive Financial Plan (AIFP) is a thorough review and analysis of all facets of your financial situation. The main objective is to achieve your financial goals without experiencing stress or anxieties. As financial life strategists, we help you make the right decisions to create the financial success that will work for you.
We do an in-depth analysis of your current cash flow, savings, investments, income, and expenses. We discuss and understand your short-term, mid-term and long-term goals. After analyzing your current financial condition, we develop a strategy that empowers you to reach a financial story you envisioned for you and your family.
AIFP involves cash flow analysis, retirement planning, risk management, investment management, child’s education planning, college savings, employee benefits optimization, and estate planning.
Service Includes:
- One 60 to 90-minute virtual video conference Prepare & Discovery meeting to uncover your vision, values, and goals pertaining to your financial plans.
- Access to a Secure Document Vault to upload important financial planning documents.
- One 60 to 90-minute virtual video conference Plan Delivery meeting to cover recommendations pertaining to your financial goals and objectives.
- Pursue up to three virtual video conference meetings per year, along with email updates throughout the year.
Along with the required meetings above, new clients can expect 6-8 meetings their first year with Your Story Financial to dive-deep to prepare the best financial plan.
Tailored Financial Planning Topics included, but not limited to these topics:
- Retirement Plan projections with a list of recommendations.
- Education Planning analysis and projections.
- A review of your current investment portfolio(s) and an asset allocation recommendation. (Does not include investment management ).
- A review of your current insurance policies and recommendations based on your needs and goals.
- A summary of your income and cash flows, including any necessary recommendations.
- Strategies that could optimize your financial position, including those related to tax-advantaged accounts.
- Referral to other professionals, if needed, such as CPAs or attorneys, to assist with implementation.
Session Time Frame:
Ongoing with a minimum 12-month commitment.
Pricing: |
Payment Plan: |
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As fee-only financial firm, we do not accept commission, which eliminates any conflict of interest. Depending on numerous factors including marital status, complexity, etc. Pricing ranges from $3,000 to $10,500.
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We start with an initial upfront payment, and the balance is paid monthly. We believe in investments that are valuable for you and/or your family, and why our one-time fee will be comparable and aligned with the financial planning recommendations we make.
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How is our All-Inclusive Financial Plan helpful for you?
When you are in complete control of your finances, you lead more of a stress-free life. You do not have to worry about your financial situation when you know you have a financial plan that is solid and managed wisely. This allows you to focus on other life activities.
At Your Story Financial, we help you craft your financial success story to bring you peace of mind and avoid the pitfalls of a financial ‘mess.’ We help you see a better future for yourself and your family without compromising your present lifestyle or goals.
At Your Story Financial, we help you craft your financial success story to bring you peace of mind and avoid the pitfalls of a financial ‘mess.’ We help you see a better future for yourself and your family without compromising your present lifestyle or goals.