Flat Fee Financial Planning
Comprehensive Plan
SEMI-ANNUAL MEETINGS
COMPREHENSIVE PLAN INCLUDES
- Access to exclusive web content
- Net worth statement
- Insurance and Risk Management
- Investment Planning
- Retirement Planning
- College Funding Techniques
- Detailed Cash Planning Analysis
- Basic Estate Planning Strategies
- Detailed Cash Flow Planning
Annual Plan: $5,500
Premiere Plan
QUARTERLY MEETINGS
PREMIERE PLAN
*Includes entire comprehensive plan:
- Access to exclusive web content
- Net worth statement
- Insurance and Risk Management
- Retirement Planning
- College Funding Techniques
- Detailed Cash Planning Analysis
- Basic Estate Planning Strategies
- Detailed Cash Flow Planning
PLUS
- Wealth Transfer Scenarios
- Family Financial Education
- Charitable Giving
- Tax Planning Strategies
- Advanced Estate Planning Strategies
Annual Plan: $7,750
Let's Talk. Professional to Professional.
To learn more about our Flat Fee Financial Planning options and other custom planning options curated on an individual basis, give us a call.