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Core Financial Plan

$2,800

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 subscription option: $1,000 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 reduced 50% for clients who opt for Investment Management services upon completion of the Core Financial Plan.

508-403-0395 | info@fourpondsfinancial.com