Financial Planning is a process designed to provide clients with a good idea of where they are today financially, and how to get to where they wish to be in the future. Each client’s plan is based on their unique needs, and may include:
- Retirement planning
- Education planning
- Estate planning
- Cash flow and budget analysis
- Risk mitigation
- Investment risk tolerance testing
- Investment analysis
- Investment recommendations for those who have the time and knowledge to initiate investment accounts and direct their own investments
- Investment implementation
- Other miscellaneous topics
Financial planning services are provided by the hour or by the project on an as-needed basis. The planners’ hourly rate is $210. Quotes for more extensive engagements are provided during the initial meeting. The engagements are typically between $1,500 and $3,000, but could be as low as $1,000 or as high as $5,000 depending on the complexity.
For more detailed information on the financial planning process, visit What is Financial Planning and Our Financial Planning Process.
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