FINANCIAL PLANNING
In addition to the included comprehensive and ongoing Financial Planning that is included with Wealth Management, we also offer project-based financial planning services.
FINANCIAL PLAN DEVELOPMENT $5,000
For those clients that do not want direct investment management, we offer Financial Plan development. We will go through the process of defining your goals and values and seeing if you are on the right track to meet those goals.
The project based fee is dependent on the specific needs, complexity, estimated time, and resources required to provide services to you. Fees are determined upfront at the time of the engagement. Annual followup available for an additional fee.
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We provide comprehensive advice on the following areas:
Retirement Planning
When can I retire?
Alternative Retirement
Savings Planning
Withdrawal Guidance
Social Security
RMD Planning
Cash Flow Planning
Home Purchase
Emergency Funding
Education Planning
Budgeting
Debt Payoff
Psychology
Goals and Values Discovery
Feeling Confident About Finances
Spousal Conversations
Behavioral Coaching
Identifying Invisible Scripts
Peace of Mind
Insurance Planning
Coverage Review
Employer Benefits
Individual Healthcare
Medicare
Long Term Care
Tax Planning
Capital Gain/Loss Harvesting
Roth Conversions
Stock Option Planning
Tax Bracket Management
Charitable Giving Planning
Tax Return Review
Estate Planning
Support of Surviving Spouse
Estate Tax Planning
Gift Planning
Recommendation of Estate Docs and Attorneys