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