Fee Only Financial Plans
Mini Plan: $500 – This is a great plan for individuals looking to establish their financial goals and develop a retirement plan.
· Financial Goals Established
· Investment Philosophy Established
· Asset Allocation Completed
· Required Investment Return
· Retirement Plan Established
Basic Plan: $750 – This plan delves deeper into your financial planning needs by incorporating everything in the mini plan in addition to debt and income management.
· Everything in the Mini Plan
· Debt Planning
· Expense Management
· Income Management
Family Plan: $1,500 – This plan is perfect for individuals looking to manage risk, new families looking for a starting place to plan, and seasoned families looking to take a comprehensive look at their savings and risk management plan.
· Everything in the Basic Plan
· Net Worth Management
· Risk Management
· Life Insurance Planning
· College Education Planning
Comprehensive Plan: $2,200 – This plan is ideal for a business owner looking for strategies to reduce their tax liability in addition to developing the fundamentals for succession planning.
· Everything in the Family Plan
· Basic Estate Planning review
· Survivor Capital Planning
· Fringe Benefit Planning
· Basic Business Review
