How We Fit
Your Planning Options
Comprehensive Plans
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A thorough review of your current
financial situation
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A discussion and understanding of your
short and long-term financial goals
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The development of a plan to take you
from where you are today to where you
want to be in the future
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There is a charge for the comprehensive
plan, typically involving 5-7 in-depth
meetings.
Start-Up and Restart Plans
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In-depth but more streamlined for those
new to planning or going through a life
change such as divorce
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The development of a plan to take you
from where you are today to where you
want to be in the future
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Typically involves 3-5 in-depth
meetings.
Goal-Based Planning
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For clients with an immediate need to
address or a significant change in their
life.
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We help clients in such areas as
retirement planning, college funding,
and insurance planning.
- Typically entails 1-3 meetings.
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