Financial Plan - ONLY
This service is for the development and delivery of the financial plan.
The client will be required to provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefits, retirement planning, insurance, investments, college planning, and estate planning. 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. Clients subscribing to this service will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. On-going support is not included in this service.
Pricing: Ranges from an annual base fee of $2,500 to $4,000. $500 is due at signing of the agreement and the remainder is due at delivery of the plan.
The client will be required to provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefits, retirement planning, insurance, investments, college planning, and estate planning. 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. Clients subscribing to this service will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. On-going support is not included in this service.
Pricing: Ranges from an annual base fee of $2,500 to $4,000. $500 is due at signing of the agreement and the remainder is due at delivery of the plan.
