One-Time Comprehensive Financial Plan
What You Get
A personalized financial plan that covers all the major areas of your financial life. Walk away with the action items you need to implement the plan on your own.
How It Works
A Four Meeting Process
After you have your plan
You will have ongoing access to our online financial planning tools for a year after our final plan delivery.
In addition, if you decide that you would like help implementing the action items or more proactive guidance in your financial life within 6 months of plan delivery, we will credit half of the plan fee toward your ongoing financial planning costs.
What Does it Cost?
The cost for a one-time financial plan is based on the complexity of your unique financial situation, but starts at $4,000. Some examples of complexity are stock compensation, business ownership, rental real estate, marital status, multiple investment accounts, and trust or estate plan mapping.
You will receive a quote for our work together after our free initial introduction.