Comprehensive Financial Planning Engagement (3 Months)
3 months to get you organized, your money aligned with your values and specific action items to implement your plan.
In order to get focused and succeed, you need to be organized. We will review every investment, every bank account, every insurance contract, every legal document every loan and any other account you have to make sure you are organized as simply and clearly as possible. And help you get a clear idea of where you are.
What is the process? First we complete your Financial Roadmap(TM) which: 1. helps us define what’s important to you, 2. clearly defines your goals, 3 summarizes your current financial position. Then our team analyzes your situation leading to our Implementation Meeting. At this meeting we discuss the specific action steps that you need to take to make your plan and your goals happen. We then work with you over the 3 month relationship to implement these action items.
Putting a pretty plan in place is nice. But what is really nice is actually implementing the plan. Chris’ job is to make sure you stay accountable to your goals. And that the financial companies that you use for solutions stay accountable to you. As a flat fee fiduciary advisory firm, we act as your independent advocate for your financial life.
What does this cost?
The fee for our 3 month Comprehensive Financial Planning Enhancement is $4,500.
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