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 / Debt Management
- Employee Benefits Review
- Tax Planning Strategies
- Estate Planning Review
- Investment Review and Consultation
- Insurance Review and Recommendations
- Retirement Planning
- Education Planning
- Career Transition
Clients can continue with a monthly retainer fee of $30 per month for a single person and $45 for a couple; this planning fee will cover access to the online tools, monthly education sessions, and an annual check-up meeting.