- 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.
