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services & fees

The financial plan document may include a summary of:

  • Financial goals/values
  • Retirement plan assumptions and conclusions
  • Assets and cash flow
  • Tax strategies
  • Investment overview
  • Insurance review
  • College funding strategies
  • Estate plan strategies

Each plan section includes a summary of your current situation, an overview of our observations and specific recommendations given your goals/values.  The cost for a personalized financial plan ranges from $2,000 to $5,000 depending on the complexity of your situation.  Those wishing to receive ongoing financial advisory help would transition into a new On-Going Financial Advisory Services contract.

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