Sunflower Seedling

What's Included

This stand-alone financial plan service includes:

    • creating your complete financial picture
    • addressing the impact of important life events on your finances
    • guiding you on setting achievable short- and long-term financial goals
    • providing budgeting guidance
    • reviewing employee benefits to ensure appropriate benefits and coverage are elected, if applicable

    • developing savings and investment strategies to meet short- and long-term goals

    The engagement takes between one and three months and includes up to three virtual meetings, a comprehensive financial analysis, and a recommendation document with a list of items to be addressed.

    Fees

    The stand-alone financial planning fee ranges between $2,500 and $4,000. 

    The fixed annual fee for the ongoing relationship service is determined using the net worth tier schedule and includes investment management and tax planning.

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