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Comprehensive Financial Planning

Our Comprehensive Financial Planning service is aimed at providing clients the full spectrum of our financial planning expertise, but without the ongoing management of their investment portfolio. This is often appropriate for people in specific stages of life, such as:

  • Those who are nearing retirement and have the majority of their investments in company plans, but still want to know if they are on the right track to achieve their goals throughout their lifetimes.
  • Those who are currently retired and want to make sure that their current investment portfolio is in line with their current lifestyle and estate plans.
  • Those who are facing a large financial question regarding investment choices, savings rates for retirement funds, early retirement options, Social Security start dates, etc.
  • Those who just want a total review of their investments to make sure they are well diversified and in appropriate vehicle to meet their goals.

Within our Comprehensive Financial Planning service we review all aspects of the client’s financial situation (or focus on a more limited scope if  desired) and provide our recommendations for change as appropriate. Detailed investment advice and specific recommendations are provided as part of the comprehensive financial plan. However, implementation of the recommendations and ongoing monitoring is at the discretion of the client. 

The process for this service spans roughly six months with intensive review from both the client and advisor on the areas of focus. There are often three to four meetings throughout this engagement covering data collection and goal determination, cash flow and retirement planning, portfolio and investment review, and estate/insurance review.

The fee for Comprehensive Financial Planning ranges from $4,000 to $6,000.

To support your financial needs and concerns we offer three distinctive services:
If you would like more information regarding this service, or would like to schedule a complimentary appointment, please click here.



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