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Comprehensive Financial Planning

Our Comprehensive Financial Planning service provides you full spectrum of our financial planning expertise, but without the ongoing management of your investment portfolio.

This is often most appropriate if you are at a specific stage of life, such as:

  • Nearing retirement and have the majority of your investments in company plans, but still want to know if you are on the right track to achieve your goals.

  • Currently retired and want to make sure that your investment portfolio is in line with your lifestyle and estate plans.

  • Facing financial questions regarding your investment choices, savings rates for retirement accounts, early retirement options, Social Security start dates, etc.

  • You just want a total review of your investments to make sure they are well diversified and in appropriate vehicles to meet your goals.

With this service we will review all aspects of your financial situation (or a more limited scope if desired) and provide our recommendations for change as appropriate. We will provide you with detailed investment advice and specific recommendations for you to implement and monitor at your discretion.   

The service involves intensive review from both you and us. This engagement will cover data collection and goal determination, cash flow and retirement planning, portfolio and investment review, and estate/insurance review. The process spans three to six months and includes three or four meetings.  

After an initial, complimentary meeting we will provide you, in writing, the scope of our proposed work and fee.  The fee for Comprehensive Financial Planning ranges from $4,000 to $6,000.

Our other Services:

Wealth Management Services
Project Related Engagements

If you would like more information regarding this service, or would like to schedule a complimentary appointment, please contact us.  

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