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Comprehensive Financial Plan

  • 30 minutes
  • Introductory Meeting

Service Description

This service is for clients that want comprehensive financial planning and ongoing service of the financial plan. Comprehensive financial planning looks at every aspect that affects your financial life including, but not limited to - budgeting, investments (401k, IRA, etc.), life insurance, disability insurance, property and casualty insurance, tax strategies, college savings, and debt repayment strategies. For this service, there is an upfront fee of between $250.00 and $1,000.00 and an ongoing monthly fee between $40.00 and $250.00 depending on complexity of the plan.

Contact Details

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