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 subscription option: $750 upfront followed by monthly payments of $200 with Core Financial Plan updates available every 12 months. Includes ongoing telephone and email support for questions and up to two meetings per year as requested.
Plan fee may be reduced 50% for clients who opt for Investment Management services upon completion of the Core Financial Plan.
