Services Included
Financial CheckUp
Financial report card and assessment of current situation Report card of current situation across 7 financial domains (Net Worth, Budgeting & Saving, Investing, Insurance, Retirement, Tax and Estate Planning)
Services Comparison
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Short term financial solutions tailored to your current situation and specific concerns (I will work with you to address your financial concerns around important decisions such as major investment(s), managing retirement plan(s), post retirement spending, advance care strategies, legacy planning etc., by providing personalized recommendations and action steps),
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Comprehensive 7 step financial assessment, review and personalized recommendations that integrate relevant components of personal and financial situation to maximize potential for meeting life goals (I will help you build confidence by developing strategies and investment recommendations to maximize your investment portfolio, insurance, retirement, tax and estate planning goals)
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Financial Projections for achieving key life goals (I will provide financial projections for achieving your key life goals which includes probability analysis and “what-if” planning for retirement and other key life goals)
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Detailed implementation plan and post plan monitoring available (Included with service unless declined; timeline based on selected plan)
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(1 mo)
Proactive quarterly plan reviews and annual check in (Includes a complete review, including updates and adjustments to your financial plan, as well as topical financial plan areas by quarter)
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24/7 Access to Online Client Dashboard /Financial Portal (Professional financial planning software that allows you to view your account, track progress, analyze trade-offs and apply updates as needed)
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Priority access to Financial Advisor as needed during service engagement (Includes ongoing decision support and recommendation for questions that arise)
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Typical Plan Development Time
3-4 weeks
Service Fee
$1,850-2,050 max
Financial Health
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(3 mo)
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4 -6 weeks
$2,550-$3,050 max
Financial Wellness
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1.5 -2 hr call/qtr
$300/qtr