Comprehensive Financial Planning

Comprehensive financial planning is deal for those seeking a detailed, holistic view of their financial life. 

Planning Fees:
$3,500 Initial Plan
$1,500 Annual Updates

Examples of topics within the Comprehensive Financial Plan:

• Savings Strategy & Analysis
• Retirement Goals & Budget Design
• Income Strategy & Tax Efficiency
• Social Security & Pension Planning
• Long-Term Care & Healthcare Projections
• Charitable Giving & Estate Planning

Examples of what you will receive:

• A written financial plan
• “What comes next” roadmap
• Retirement Readiness Assessment
• Investment allocation summary
• Social Security analysis report
• Net worth statement
• Cash flow statement