The Written Financial Plan

We recommend that all of our clients begin with a Written Personal financial plan. This plan will provide a comprehensive analysis of your financial situation, your goals and our specific recommendations on how to accomplish your goals.

What is the Written Financial Plan Program?

The Written Financial Plan program is a one time, project based plan designed to provide a more comprehensive analysis of your situation and includes specific recommendations in all areas of your financial life to help you achieve your lifetime goals.  This is a more comprehensive plan and best suited for those clients that have accumulated some assets and have more complexity in their finances. 

What do we charge for a personal financial plan? 

We charge a flat fee for this service, with the cost depending on the complexity of your situation.

This initial personal financial plan typically costs between $3,000 to $4,000.  We will meet with you in a no-cost introductory meeting to review your current situation and give you a firm quote for this service in writing. 

Website Design For Financial Services Professionals | Copyright 2017 All rights reserved