Comprehensive Financial Planning
A comprehensive financial plan involves the detailed
review, modeling, analysis and optimization of all
facets of your financial situation including:
Saving for college
Cash flow analysis
A comprehensive financial plan ensures that interrelated
areas of your financial life are not overlooked. For
example, perhaps you’ve amassed a sizable investment
portfolio which is unknowingly at risk because you carry
insufficient life, liability or disability insurance
We charge an hourly rate of $225 ($180 for military) for
all services. We will always provide you with a cost
estimate in advance.
We offer Hourly Engagements to help you regardless of
the complexity or simplicity of your situation
on an "as-needed" basis... like a lawyer, or an
Maybe you just have one or two specific questions that
you need answered. Or maybe you have a very complex
situation that needs special analysis and review.
If that's the case, we'll work with you to come up with
an engagement tailored to meet your needs. We will
provide you with a cost estimate in advance.
Here are a few examples of questions that might be
handled best with an hourly engagement:
"Sanity Check" or Second Opinion ... "Am I missing
Are my investment choices optimal?
Which investment options should I choose in my 401k?
Should I choose my employers traditional or Roth 401k?
Are my investments structured in a tax efficient manner?
How can we work down our debt? Should we pay down our
Does this annuity meet my needs?
How do I save for my children’s education?
Do I still need this life insurance policy now that my
children have grown up?
What can be done with an unneeded life insurance policy?
Should I buy long term care insurance?
Should I take my pension in lump sum?
I just need someone to sit down and explain this... (you
fill in the blank)... to me.