One-time Planning
Want a professional review of your situation with no strings attached?
This service is best for DIYers who want a professional review of their situation without needing to hand over the reins.
About This Service
Holistic Plan
A full financial plan starts at $5,000 and includes the following.
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Retirement Projection
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Debt & Cashflow Analysis
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Investment Analysis
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Insurance Review
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Tax Review
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Estate Plan Review
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A La Carte Planning
While personal finance should generally be discussed holistically, it's sometimes more realistic to focus on one area at a time. The following are examples of specific reviews that can be performed individually at a minimum price of $500.
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Investments
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Risk Mitigation (all types of insurance)​
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Tax (multi-year, forward-looking)
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Debt
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Estate Plan
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College Savings
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Real Estate Specific
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Financial Analysis of Properties​
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1031 Analysis
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All prices may increase with complexity. Investment management NOT included.
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Financial planning requires substantial information. To start the process, please click on the Start a Plan button to begin providing some of the necessary information. If you'd like more information, please book a consultation.
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