- *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