How We Fit
Your Planning Options
Comprehensive Plans
- A thorough review of your current financial situation
- A discussion and understanding of your short and long-term financial goals
- The development of a plan to take you from where you are today to where you want
to be in the future
- There is a charge for the comprehensive plan, typically involving 5-7 in-depth
meetings.
Start-Up and Restart Plans
- In-depth but more streamlined for those new to planning or going through a life
change such as divorce
- The development of a plan to take you from where you are today to where you want
to be in the future
- Typically involves 3-5 in-depth meetings.
Goal-Based Planning
- For clients with an immediate need to address or a significant change in their
life.
- We help clients in such areas as retirement planning, college funding, and
insurance planning.
- Typically entails 1-3 meetings.
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