Financial Plan

This is where we start with each client. The plan gives us a “big picture” view of each client’s financial situation and goals. Once we see the big picture we can then make specific strategy recommendations. Financial decisions shouldn’t be made without knowing the impact they will have on the overall financial plan.

We believe financial plans should be updated and reviewed at least semi-annually. Without being up-to-date concerning a client’s full financial circumstances, an advisor is not qualified to make appropriate recommendations. We meet with our clients every six months to conduct a comprehensive review of their plans. The fees for developing a comprehensive financial plan and for performing individual services are listed below:

All-Inclusive Financial Plan Fee
Vision 20+ Comprehensive Plan Starting at $750
Services Offered À La Carte Fee
Retirement Projection $400
Social Security Maximizer $200
Investment Analysis $400
Insurance Evaluation $300
Estate Planning Review $200
Long Term Care Needs Analysis $300
Debt Analysis $300

Note: We track our hours when developing plans for our clients. If our hourly fee is less than what is quoted above we will charge the lesser of the two fees.