Comprehensive Financial Planning: The comprehensive financial plan will typically include all aspects of your financial life including retirement planning, education planning, planning for major purchases, life and disability insurance needs, long-term care needs, and estate planning issues. I will work with you to collect the pertinent data, interview you and your partner, and develop a comprehensive written financial plan. Detailed investment advice and specific recommendations may be offered as part of a financial plan. The fee for this type of service typically range from $500 to $2500 depending upon the complexity of a client’s financial situation.
Specific Financial Planning: Rather than a comprehensive review and plan for all aspects of your financial life, I am available to prepare a limited/focused scope to assist you with a specific personal financial goal, and supply analysis and recommendations as to the actions and strategies necessary to attain that goal. The specific financial plan may include such things as:
- personal budgeting
- cash flow analysis
- retirement planning
- education planning
- planning for major purchases
- life and disability insurance needs
- estate planning issues
Hourly Financial Consultation: I am also available to work with you on an hourly basis, typically at a rate of $85/hour.