We will meet several times to discover and explore your financial goals and gather your financial information to develop a complete picture of your financial life.
We will further refine and illustrate 2 of your goals in your initial financial plan. Using interactive software, we will meet together to review your financial plan. Your analysis will include sophisticated tax and investment projections, including a Monte Carlo analysis. By the end of your meeting, you will have a clear understanding of what you need to do to accomplish your goals. You will be able to answer the questions below.
One-Time Financial Planning Fee: $6,390
Following the delivery of a financial plan, clients may choose to continue the engagement for ongoing planning and assistance with the implementation of planning recommendations over time. ThinkPlanSave will gently nudge you along to accomplish your goals with complete peace of mind.
Ongoing Planning Fee: $3,000/year (Paid Quarterly)
Project-Based Financial Planning – Hourly Fee
Ready to become another success story?