Clients will select a minimum of three of the ten module services listed for $750, with a fee of $250 per additional module. However, IWPS will not bill an amount above $500.00 more than 6 months in advance.

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:

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