Financial planning provides direction and meaning to your financial decisions. Your Personal Financial Plan views each financial decision as part of a whole. You can consider the short and long-term effects that each decision has on your life goals. You can adapt more easily to life changes and feel more secure that your goals are on track.

Your plan includes:

•  Net Worth Statement detailing all assets and liabilities.

•  Current Cash Flow Statement including income, expenses, savings and taxes.

•  Investment Analysis based on a state-of-the-art risk profile and providing a comprehensive asset allocation report of your current portfolio.

•  Funding Goal Analysis to evaluate the likelihood of meeting stated funding goals, such as college and retirement, given current resources and savings rate.

•  Risk Management Review including needs analysis and review of current coverage for life, disability, long-term care, property and casualty, and liability insurance.

•  Estate Plan Review including needs analysis, review of current documents, and recommendation of strategies. Also includes implementation of your plan through correct titling of assets and designations of beneficiaries.
 

Fee for Personal Financial Plan

Fixed Fee, determined in advance

$2,000 - $10,000, depending on the scope of the work performed

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