Comprehensive Financial Planning

Cost: $1,500 flat fee

Best For:
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).

Includes:
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.

Benefits:
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:
Complimentary Consultation:
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 to obtain the assistance you need.   Before any planning takes place we will provide you with (1) our Firm details and privacy policy, and (2) a written contract outlining relationship with you including fees, joint expectations and promised deliverables.

Meetings (typically in person)
◊  1-2 discovery meetings to identify and prioritize your goals, values, concerns
◊  Presentation meeting to discuss / revise recommendations / communicate next steps

Access:
You will have secure, online access to your financial plan both during the process and for 12 months afterwards.

Written Report:
You will receive a written report, complete with situational analysis, comparisons,       recommendations and concise list of next steps

Assistance:
◊  You will receive assistance with implementing next steps
◊  Access to your dedicated CFP® professional via email for 12 months

¹$1,500 flat fee is based upon a typical financial planning engagement which takes 10-15 hours to complete. Based upon the complexity of your financial profile we reserve the right to quote you a customized price based upon your specific situation and requirements.