Comprehensive Financial Planning
Comprehensive Financial Planning involves working one-on-one with a planner over an extended period of time. By paying a fixed monthly fee, Clients get to work with a planner who will work with them to develop and implement their plan. The planner will monitor the plan, recommend any changes and ensure the plan is up to date.
A Client will be taken through establishing their goals and values around money. They will be required to provide a range of financial information to help complete analysis. Once the Client's information is reviewed, their plan will be built and analyzed, and then the findings, analysis and potential changes to their current situation will be reviewed with the Client. The plan and the Client's financial situation and goals will be monitored throughout the year and follow-up phone calls and emails will be made to the Client to confirm that any agreed upon action steps have been carried out. On an annual basis, there will be a full review of this plan to ensure its accuracy and ongoing appropriateness.
Pricing: The annual base fee starts at $3,500 (may be higher depending on financial complexity), paid in arrears, with $500 due at signing of agreement and the remainder paid in equal monthly installments of $292 or more.
A Client will be taken through establishing their goals and values around money. They will be required to provide a range of financial information to help complete analysis. Once the Client's information is reviewed, their plan will be built and analyzed, and then the findings, analysis and potential changes to their current situation will be reviewed with the Client. The plan and the Client's financial situation and goals will be monitored throughout the year and follow-up phone calls and emails will be made to the Client to confirm that any agreed upon action steps have been carried out. On an annual basis, there will be a full review of this plan to ensure its accuracy and ongoing appropriateness.
Pricing: The annual base fee starts at $3,500 (may be higher depending on financial complexity), paid in arrears, with $500 due at signing of agreement and the remainder paid in equal monthly installments of $292 or more.
