One-Time Financial Plan.
Our One-Time Financial Planning service provides you with a full financial plan which includes cash flow analysis, tax planning, estate planning, insurance analysis, early retirement assessment, and investment portfolio allocation and optimization.
Our Fees.
Our one-time financial plan is an investment of $5,000. The fee is paid 50% at the start, and 50% at completion. If, after completing the financial plan, you decide you need ongoing support for your situation, this fee will be credited to your ongoing engagement cost.