$2,300+
Foundational
For those just starting out, a plan to address short and long-term savings goals:
– Income & Expenses Analysis
– Net Worth Statement
– Risk Tolerance Analysis
– Emergency Funding
– Retirement Outlook & Timing Analysis
$5,300+
Comprehensive
When life gets more complex, a plan to provide you with a roadmap:
– What-If Scenarios
– Lending & Financing Analysis
– Tax Mitigation Withdrawal Strategies
– Self-Employed Income Planning
– Charitable Gifting Strategies
$10,000+
Advanced
When you wish to leave no stone unturned, a plan to preserve your legacy:
– Estate Attorney Coordination
– Family Financial Counseling & Education
– Business/Real Estate Purchase & Sale Analysis
– Generational Transfer Planning
– Complex Insurance Trust Strategies