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Core Financial Plan


The details:

  • 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.
(888) 285-7705 | info@fourpondsfinancial.com