Tailored analysis and recommendations around the six core financial planning topics
Core Plan Elements
- Net worth analysis
- Cash flow and savings assessment
- Debt management and elimination
- Goal planning (retirement, wedding, travel, vacation home, etc.)
- College funding goal planning
- Portfolio asset analysis
- Investment portfolio analysis
- Insurance needs analysis
- Estate planning financial analysis (not legal)
- Tax planning and strategies
- Retirement capital analysis
- Implementation check-in at 3-months after plan presentation
- Retirement lifetime income planning
Early and Mid-Career Clients [Plan fee $3000 - $4000]
Additional plan elements
- Employer benefits review
- Retirement plan (401k/403b/TSP) optimization
- How much house can I afford? analysis
Peak Earner and Pre-Retirement Clients [Plan fee $3,500 - $4,500]
Additional plan elements
- Pension payout analysis
- Retirement income strategy
- Social Security optimization
- Mortgage payoff analysis
Returning Client Periodic Review Session [$950]
Building in accountability and helping you succeed with your planning goals
- Update and evaluate the status of key planning topics
- What has changed in your life that could impact your plan?
- Identify and prioritize life goals; is our spending well-aligned?
- Let's discuss your current concerns (e.g., refinance, college funding, renovation funding, etc.)
- Review whether you are saving enough for retirement.
- Other topics that are appropriate to your plan and current situation.
