Comprehensive Financial Planning Service

Description:  This is an ongoing service designed to cover multiples financial topics pertaining to one's financial situation and goals.  Because this is an ongoing long term relationship, accountability is included to keep one on track.

Session Time Frame: Ongoing with a minimum 12 month commitment 

Pricing:  Starting at $3000 per person for the initial minimum 12 month commitment

Payment Plan: Starting at $900 upfront per person and ongoing monthly payments of $175 per person 

​Service Includes:
  • ​One 60 to 90 minute virtual video conference Discovery meeting designed to uncover your vision, values, and goals pertaining to your financial life. 
  • Access to a Secure Document Vault to upload important financial planning documents.
  • One 60 to 90 minute virtual video conference Plan Delivery meeting designed to cover recommendations pertaining to your financial goals and objectives.
  • Three virtual video conference meetings total per year, plus email follow up throughout the year.
Tailored Financial Planning Topics can include and are not limited to: ​
  • Retirement Plan projections with a list of recommendations.
  • Education Planning analysis and projections, if necessary.
  • 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.