One-time Financial Planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. 

In general, the financial plan will address any or all of the following areas of concern. The client and advisor will work together to select the specific areas to cover. These areas may include, but are not limited to, the following:

  • Business Planning
  • Cash Flow and Debt Management
  • College Savings and Planning
  • Employee Benefits Optimization
  • Estate Planning (in conjunction with an estate focused attorney)
  • Insurance
  • Investment Analysis
  • Retirement Planning
  • Risk Management
  • Tax Planning

The Fee Schedule for this service is broken down into four payments:

  • Initial Meeting (first $500 due)

  • Draft Plan Meeting (next $2,000 due)

  • Final Plan Delivery and Action Plan (next $500 due)

  • Follow Up on Action Implementation (final $500)

  • This is equal to 6 - 7 hours face time, but a total of 12 hours work