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.
Monthly payment option: $750 upfront followed by monthly payments of $200. Annual plan update available if client continues subscription after first year. Includes ongoing telephone and email support and up to two meetings per year as requested.
Updates to Core Financial Plan: $2,400 when initiated within 24 months of most recent planning engagement.
Plan fee may be reduced 50% for clients who opt for Investment Management services upon completion of the Core Financial Plan.
