Financial Plan


$3000

Financial Plan

  • *Price of plan is between $1500 & $3000 depending on complexity.
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: Deposit of 1/2 the total cost is required to start the initial financial plan.
  • Step 5: Financial Plan Delivery Appt - remaining balance due.
  • Potential Topics covered:
  • Cash Flow and Debt Management
  • College Savings
  • Ongoing Financial Goals
  • Insurance Analysis
  • Investment Analysis
  • Retirement Planning
  • Risk Management
  • Tax Preparation
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies