Our Financial Packages
One Time Fee for Service
A Customized, Comprehensive, Packaged Plan
- Introductory Call
- Intake Meeting to Confirm Numbers and Discuss Goals and Concerns
- Plan Presentation, Results, Recommendation and Discussion
- Answer Questions, Modify Plan Based on Your Preferences and Finalize Plan
- Complete Written Plan and Analysis
Investment Management
Ongoing Planning and Advice
- EVERYTHING that Fee For Service Includes AND
- Quarterly Meetings
- Monthly Messages
- Quarterly Market Review
- Admin Support
- "Next Steps" Support
- On-Call Planning