Financial Planning Only
Investable Assets- $0
Financial Planning Services- Fee-based
- Discovery Meeting—Thorough meeting that is geared toward gaining a complete understanding of what is important to you and what you would like to accomplish with your money.
- Customized Financial Plan—Your roadmap formulated to help you achieve everything that is important to you.
- Financial Planning Meeting—Review your customized financial plan together, clarifying the steps you need to take.
- Two follow-up phone meetings—Confirm that you are on track and answer any questions.
$750K and up
$1M and up