Comprehensive Financial Planning
Cost: $999 flat fee
Individuals and/or couples who have multiple, and often competing financial goals, priorities, and time horizons (for example– saving for retirement while funding college and paying off debt).
While the focus of each financial planning engagement is customized for specific client goals and concerns, our areas of expertise include:
◊ Identifying and Prioritizing Lifetime Goals
◊ Retirement Planning
◊ Investment Strategy
◊ Employee Benefits
◊ Controlling Costs
◊ Income and Asset Protection
◊ Education Planning
◊ Estate Planning
◊ Family Conversations
Comprehensive planning builds a foundation that allows you to see the big picture– a crucial step in being able to prioritize objectives, understand trade-offs, and make good financial decisions.
What you can expect when working with The Prudent Planner:
We begin with a complimentary discussion (typically 30 minutes) to understand your situation and what you would like to accomplish. At the end of this discussion, we will let you know if and how we can help you and what the cost would be, or if we do not feel we would be in the best position to help, we will help to point you in the right direction.
◊ A written contract outlining our engagement including fees, goals and expectations
Meetings (either in person or using Gotomeeting)
◊ 1-2 discovery meetings to identify and prioritize your goals, values, concerns
◊ Presentation meeting to discuss / adjust recommendations / communicate next steps
You will have secure, online access to your financial plan both during the process and for 12 months afterwards.
You will receive a written report, complete with situational analysis, comparisons, recommendations and concise list of next steps
◊ You will receive assistance with implementing next steps
◊ Access to your dedicated CFP® professional for 12 months