Sunflower Seedling

What's Included

This 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 initial fee ranges between $3,500 and $5,000. The ongoing engagement fee ranges between $200 and $300 per month during the implementation period and is based on complexity and client situation.

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