Financial Planning
Financial Planning Service Packages
Back to Basics
A La Carte: Pay as you go.
Time to Step Up
A Financial Planning Approach
to Build Your Vision
It's Personal
A Financial Planning Approach
for the Entrepreneur
It's Business
Time to Hire Your Personal CFO
Meetings: Annual
Meetings: Quarterly
Meetings: Quarterly
Meetings: Quarterly
Services Offered:
- One Time Financial Plan Preparation
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Investment Management
- One Time Tax Return Preparation for Business and Personal
Included:
- Wealth Vision Membership
- Unlimited Online Storage Space
- Investment Management and Research Tools
- What “IF” Scenarios
- Life Insurance Analysis
- Disability Insurance analysis
- Long-Term Care Analysis
- Education Planning
- Personal Tax Preparation Excluding Schedule C and E (Relationship Discount Applied)
Included:
- All Services Listed in Time to Step Up
- Tax Advice Around Estate Planning
- Tax Advice Around Charitable Giving
- Tax Advice Around Wealth Transfer
- Personal Tax Preparation Including Schedule C and E (Relationship Discount Applied)
Included:
- All Services Under It’s Personal
- All services Under Time to Step Up
- All Personal Returns including all schedules plus one entity return. (Relationship Discount Applied)
Commissions/Fee Per Service or Product
Membership: $50/month
Waived with $100,000 AUM
Membership: $75/Month
Waived with $125,000 AUM
Membership: $100/Month
Waived with $150,000 AUM