Comprehensive Financial Plans

$5,000 to $7,000

One Time Set Up Fee: $1,500 (minimum)

A comprehensive financial plan details a client’s long-term strategy to manage wealth. Our comprehensive financial planning services include a written financial plan covering matters specific to a client’s needs and financial circumstances, meetings or consultation sessions (e.g., in-person, telephone, or electronic or virtual communications), and reviews and updates to the financial plan throughout the engagement.