Financial Plan word on notebook on background

Comprehensive Financial Plan: Price $1,500 to $5,000

Depending on the complexity of the plan. Comprehensive Plans are typically recommended for individuals and families over 40 who are approaching retirement or are in their retirement years. It is imperative to have a comprehensive financial plan in place as you approach retirement as political, economic and tax environments are in constant flux. Comprehensive financial planning focuses on a broad range of individual needs and goals and how they shape your decisions on retirement, income taxes, investing, education, insurance and estate planning. The comprehensive planning process includes the following:

  • Communication and goal setting
  • Data & Information Gathering
  • Cash Flow / Net Worth analysis
  • Retirement Savings Planning
  • Retirement Distribution Planning
  • Projected New Worth
  • Social Security Review
  • Long Term Care Planning
  • College Savings Planning
  • Investment Planning with specific investment recommendations
  • Risk Management and Insurance Review
  • Income Tax Planning
  • Estate Planning Review
  • Preliminary Plan Meeting
  • Reviewing additional scenarios or projections
  • Final Plan Presentation Meeting
  • Setting the Plan in Motion
  • Monitoring Plan Progress
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