Choose your type of Financial Planning Relationship
- Work with a fee-only CERTIFIED
FINANCIAL PLANNER™ practitioner
- Objective planning with no product
selling
- Engagements are flat fee for 12
Months
- Planning services are inclusive
for some investment management clients (see note)
FINANCIAL PLANNING OPTIONS____________________________________________
| |
COMPREHENSIVE
FINANCIAL PLAN |
SIGNATURE PLAN
(PERSONAL CFO) |
Net Worth Analysis |
X |
X |
Cash Flow Analysis |
X |
X |
Cash Reserve |
X |
X |
Insurance Analysis |
X |
X |
College Savings |
X |
X |
Retirement Goal |
X |
X |
» Corporate Benefits Review |
X |
X |
Investment Allocation |
X |
X |
» Morningstar® Portfolio Analysis |
X |
X |
Estate Review |
X |
X |
» Advanced Estate Options |
|
X |
COMMUNICATION_________________________________________________________
| |
COMPREHENSIVE
FINANCIAL PLAN |
SIGNATURE PLAN
(PERSONAL CFO) |
| Initial Consultation |
In Person |
In Person |
| Strategy Session |
In Person |
In Person |
| Financial Plan Review |
In Person |
In Person |
| Quarterly Meetings |
1
mid-term meeting
|
In Person |
| Advisor Access via Phone/E-mail |
12 Months |
12 Months |
| Engagement Period |
12 Months |
12 Months |
PLAN COSTS_____________________________________________________________
| |
COMPREHENSIVE
FINANCIAL PLAN |
SIGNATURE PLAN
(PERSONAL CFO) |
| |
$1,500 |
Individually Quoted |
note:
for investment management clients with $500,000 in assets, annual
financial planning is included at no additional cost.
TYPICAL CLIENTS_________________________________________________________
| |
COMPREHENSIVE
FINANCIAL PLAN |
SIGNATURE PLAN
(PERSONAL CFO) |
| |
Individuals needing detailed
help and guidance from an Advisor.
( Examples: Prime working
career or pre-retired generally with salary type income)
|
Individuals with advanced needs seeking detailed advice
from an Advisor.
(Examples: Unusual compensation
or complex scenarios such as Executives and Business Owners)
|
| Fees are based on typical client cases. The Advisory Firm reserves the right to adjust pricing if client situation is deemed complex. |
|
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. |
|
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