On-Going Financial Planning
You have financial goals you want to achieve, whether it's planning for retirement, saving for your child's college education, or buying a first (or second) home. Unfortunately, you may not have the time, knowledge, or inclination to determine the best way to achieve your goals.
That's where we come in.
We'll analyze your current financial situation and create a custom financial plan for you. More importantly, we'll hold you accountable to ensure you actually do what needs to be done in order to achieve your goals.
Individuals: $900 one-time planning fee + $150/month ($450/quarter)
Couples: $1,800 one-time planning fee + $200/month ($600/quarter)
- Three meetings per year
Budgeting & Cash Flow Management Analysis
Investment Planning Analysis
Determine your risk tolerance using a psychometric questionnairre
Create an Investment Policy Statement (IPS) that acts as a roadmap for you to follow as you accumulate wealth
Retirement Planning Analysis
Are you saving enough to retire at a specific age?
Will your money last the rest of your life?
Insurance Planning Analysis
Estate Planning Analysis
College Planning Analysis
How much do you need to save in order to send your child(ren) to:
A public four-year in-state school?
A public four-year out-of-state school?
A private four-year school?