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1 (415) 737-5003

Client Login

1 (415) 737-5003

Comprehensive Financial Planning

  • A 4‐meeting process to establish client’s vision of their ideal life, followed by development of a comprehensive plan to support this vision
  • Comprehensive financial plan covers all aspects of the client’s finances, such as investments, taxes, college funding, estate and retirement/goal planning
  • A comprehensive financial plan tends to range in price from $3,000 to $6,000, based on complexity of the situation. A full plan for a couple is typically about $5,000 and for a single person, the cost tends to be about $4,000.
  • Process takes approximately 3‐4 months depending on ease of scheduling meetings and timeliness of data submission and responding to questions

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