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Foundation Financial Plan

$1,400

The details:

  • A financial plan designed for younger clients who recognize a solid financial foundation is key even if retirement is decades away.
  • Most appropriate for those in their early 20s through early 40s.
  • Focused on establishing sound retirement savings and investment strategies. Includes help with fund selection for workplace retirement savings plans.
  • Reviews other critical needs such as insurance, estate planning and college savings.
  • Findings and recommendations outlined in presentation meeting and written report.
  • Monthly subscription option: $500 upfront followed by monthly payments of $100 with Foundation Financial Plan updates available every 12 months.  Includes ongoing telephone and email support for questions and one meeting per year as requested.
508-403-0395 | info@fourpondsfinancial.com