Typically, new clients begin their relationship with us by requesting a stand-alone financial plan. We find starting our relationship with a financial plan is ideal for several reasons. First, it allows you to use our services on an as-needed basis. Second, it allows you to evaluate our services prior to establishing a long-term relationship. Third, it allows us to price our services based on your circumstances rather than the value of your investments. Finally, it allows us to begin a potential long-term relationship on the right foot - with a full understanding of your financial situation and goals.
WHAT IS A FINANCIAL PLAN?
A financial plan is an individually tailored evaluation of your most pressing financial concerns. Typically the plan emphasizes sophisticated retirement planning, investment consulting, and tax planning advice. It also addresses other areas including Social Security collection strategies, pension options evaluation, insurance needs analysis, and other planning as desired. The planning process culminates with a plan presentation conference and a plan implementation conference. See the table below for the typical areas addressed with a financial plan.
HOW MUCH DOES A FINANCIAL PLAN COST?
Planning fees start at a minimum of $3,000, however a quote is provided after our free initial conference. Therefore, stand-alone financial planning is generally appropriate for those clients seeking a more comprehensive evaluation.
LET'S GET ACQUAINTED
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.