Feeling anxious about your financial gaps? We’ll build you a money roadmap.
This Package Includes the Following:
- Investment analysis – We review and analyze your investment accounts and develop an investment strategy.
- Cash flow planning – We document your income and expenses to be clear on your surplus or deficit each month.
- Tax planning – We identify any opportunities you have to reduce taxes and ensure that you are withholding enough to avoid a surprise at tax time.
- Retirement planning – We see if you are on track for retirement, and if not, create a strategy for you to fill the gap.
- Education plan – We will create a strategy for college savings goals including the best vehicle to use given your situation.
- Insurance recommendations – We review your insurance policies (life, disability, home, auto, property, medical, and long-term care) to ensure you are adequately protected.
- Estate planning review – We determine your estate planning needs and ensure your beneficiary designations are in line with your intent.
- New house purchase – For those looking to purchase a new home, we help you identify how much of a house you can afford without sacrificing other goals.
- Custom deliverables – Our plans are custom, therefore, there may be additional documents we include that are pertinent to your situation. Schedule an initial call for more information.
After an initial call, we schedule a discovery meeting to dive deeper into your goals and assumptions. You will upload the necessary documents to a secure online portal. We conduct our analysis over a period of about 2-4 weeks. Once the plan is complete, we have a 1-2 hour meeting to review the plan, including your prioritized to-do list. We offer to have another meeting with you four months after the plan delivery to ensure you are making progress on the to-do list. After that, we suggest you take advantage of our Annual Review process to stay on track.
Comprehensive plans range from $2,000 – $5,000 depending on the complexity of the plan.
*prices are subject to change*