What is it?
Many of our clients start here. Our Essentials plan provides you with a financial plan and a subscription to establish good savings and spending habits and begin to invest and insure appropriately. Our goal with this plan is to provide you with guidance, perspective and education.
Specifically, the Essentials Financial Planning Package includes:
- A written financial plan
- Basic investment education
- Online access to financial tools
- Yearly planning meeting with a subscription
How does it work?
This plan includes the following three steps:
- An initial complimentary meeting to assess your goals and personal situation and discuss the financial planning process
- A fact-finding and strategy/education meeting with you to put an action plan in place
- Yearly meetings to review and adapt the action plan and goals to your changing needs
Who is it for?
While no one is typical, this package may be right for you if you:
- Are mid-stage in your career
- Have $250-500k in liquid assets
- Are investing with a long-term outlook
- $1,000-2,500 initial planning fee depending on complexity, followed by $100 per month ongoing