Comprehensive Financial Planning

The key defining aspect of financial planning is that through the financial planning process, all questions, information and analysis will be considered as they impact and are impacted by the entire financial and life situation of the client. 

$3,000 ($750 per Quarter) includes:

  • 3-Review Meetings Per Year (each additional is $500)

  • Budgeting / Cash Flow Income

  • Income Tax analysis and Tax Personal Returns (business returns had additional fees)

  • Retirement Planning Analysis

  • Estate Planning Analysis

  • Investment Allocation Review, Recommendations and/or Portfolio Management (IWPS does not charge a separate asset management fee for this service)

  • Protection Planning Analysis

  • Education Planning (if applicable)