Comprehensive Financial Planning

We will meet 3-4 times to complete a comprehensive financial plan covering all facets of your financial situation.  Due to the time and complexity involved in gathering, analyzing and delivering our recommendations to you, we charge a fee of $1,500 to complete the plan.  This is a one-time fee, and will allow us to deliver you an action plan to be implemented going forward.  The areas we will look at when creating the comprehensive financial plan include; budgeting and cash flow, investments, income tax, risk management and insurance, educational funding planning, retirement planning, and estate planning.  At the end of the engagement, you will have a comprehensive plan with a guide for implementation.