What's included?
This stand-alone financial plan service includes:
- creating your complete financial picture
- organizing all assets and liabilities on a net worth statement
- helping you prioritize individual goals
- choosing appropriate saving strategies that minimize taxes
- preparing retirement analysis to determine whether you are on the right track to cover living expenses in retirement
- reviewing your investment portfolio for appropriate asset allocation and tax-efficiency
- conducting tax planning and proposing tax mitigation strategies (example: Roth IRA conversion)
- performing equity compensation analysis, if applicable
- reviewing employee benefits to ensure appropriate coverage is elected
- reviewing insurance policies such as life, disability, auto, home, and umbrella to ensure adequate protection
- reviewing estate planning documents
- conducting individual short- and intermediate-term goal analysis (e.g., college planning)
Typical engagements last between 2 and 3 months and include 4-5 virtual meetings.
What are the fees?
The stand-alone financial planning fee ranges between $3,500 and $7,000.
The fixed annual fee for the ongoing relationship service is determined using the net worth tier schedule and includes investment management and tax planning.
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