Our Financial Packages
One-Time Fee For Service
A Customized, Comprehensive, Packaged Plan-
Introductory Call
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Intake Meeting to Confirm Numbers and Discuss Goals and Concerns
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Plan Presentation, Results, Recommendation and Discussion
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Answer Questions, Modify Plan Based on Your Preferences and Finalize Plan
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Complete Written Plan and Analysis
One Year Fee For Service
A Customized Plan and Side-By-Side Aid in Implementation For 1 Year-
EVERYTHING that Fee For Service Includes AND
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Quarterly Meetings
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Monthly Messages
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Quarterly Market Review
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Admin Support
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"Next Steps" Support
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On-Call Planning
Investment Management
Ongoing Planning and Advice-
EVERYTHING that Fee For Service Includes AND
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Quarterly Meetings
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Monthly Messages
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Quarterly Market Review
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Admin Support
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"Next Steps" Support
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On-Call Planning