Comprehensive Financial Planning

Tailored analysis and recommendations around the six core financial planning topics 

Core Plan Elements

  • Net worth analysis
  • Cash flow and savings assessment
  • Debt management and elimination
  • Goal planning (retirement, wedding, travel, vacation home, etc.)
  • College funding goal planning
  • Portfolio asset analysis
  • Investment portfolio analysis
  • Insurance needs analysis
  • Estate planning financial analysis (not legal)
  • Tax planning and strategies
  • Retirement capital analysis
  • Implementation check-in at 3-months after plan presentation
  • Retirement lifetime income planning

Early and Mid-Career Clients [Plan fee $3000 - $4000]

Additional plan elements

  • Employer benefits review
  • Retirement plan (401k/403b/TSP) optimization
  • How much house can I afford? analysis

Peak Earner and Pre-Retirement Clients [Plan fee $3,500 - $4,500]

Additional plan elements

  • Pension payout analysis
  • Retirement income strategy
  • Social Security optimization
  • Mortgage payoff analysis

 

Returning Client Periodic Review Session [$950]

Building in accountability and helping you succeed with your planning goals

  • Update and evaluate the status of key planning topics
  • What has changed in your life that could impact your plan?
  • Identify and prioritize life goals; is our spending well-aligned?
  • Let's discuss your current concerns (e.g., refinance, college funding, renovation funding, etc.)
  • Review whether you are saving enough for retirement.
  • Other topics that are appropriate to your plan and current situation.
Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved