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 Financial Planning Consultation is a modular or comprehensive financial plan with limited investment advice. It is designed for clients who will qualify for Family Wealth Management in the future, but may not qualify today because most of their investable portfolio value is in an employer retirement plan with limited investment options.
Financial Planning Consultation is primarily designed to answer questions such as:
"Can I retire in 5 years?"
"Can I retire and not outlive my money?"
"How much retirement income can I safely withdraw from my portfolio?"
Financial Planning Consultation is offered on a custom-designed fee based on complexity and value-added. The fee is typically a flat fee or hourly rate.
- The minimum fee is $2,400
- Most clients needs are well met for under $5,000.
Our service models and fee structure probably have you pretty excited now. Please contact us for an analysis of your situation and specific fee schedule information. |