FINANCIAL PLANNING
Choose either a one-time plan fee or an annual subscription for ongoing advice. Your plan will calculate the means of achieving your goals based on your current financial situation and your future plans for saving and investment. Plans include a net worth statement, summary of current assets and liabilities, analysis of retirement goals, insurance needs analysis, estate planning options, estate-tax estimates, a social security optimization analysis, future tax projections, Roth conversion planning, statistical probability simulations, stress test scenario analyses, and debt repayment strategies. See fee schedule below for scope of each service package.
The first step is to create a client portal for secure file sharing by clicking the button below.