Financial Plan - ONLY
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. This service involves delivery of the financial plan electronically without on-going support of any form.
Pricing: Ranges from an annual base fee of $3,000 to $6,000. $500 of the fee is due at signing of the contract for onboarding and the remainder is due at delivery of the plan.
Pricing: Ranges from an annual base fee of $3,000 to $6,000. $500 of the fee is due at signing of the contract for onboarding and the remainder is due at delivery of the plan.
