Initial Financial Plan

Initial Financial Plan  

Simplify – Organize – Prepare.

Your Initial Financial Plan may include:

  • Clarification of your financial goals and objectives.
  • Conferences to discuss your plan and to answer your questions.
  • A profile of your current financial situation and recommendations.

Initial Financial Plans consist of an Introductory Meeting typically followed by three meetings over the course of two months.  The fee for our Initial Financial Plan varies based on your unique situation and often ranges between $800-1500.

After completing your Initial Financial Plan, it will be your decision alone to implement any or all parts of your plan, either on your own or with our Annual Retainer service.

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