An overall review of your financial health with an emphasis on retirement planning and investments. Seeks to identify other issues that may require attention including insurance, estate planning and spending.
Findings and recommendations from the planning review are outlined in a presentation meeting and provided in writing. Supporting reports include retirement planning projections, net worth statement and portfolio comparisons.
Includes a review of employer-sponsored retirement plans with recommendations on how to invest your 401(k), 403(b) or other workplace savings plan.
Plan fee may be reduced to $2,000 for clients who opt for Investment Management services upon completion of the Core Financial Plan.
