Financial checkups are an analysis of current financial position and include a report of items to address to improve your financial position. The check up typically addresses cash flow, education, retirement, investments, insurance and estate issues. Designed primarily for people 25 to 50 who are looking for a review of their current situation and who want to make sure they are making the best use of their assets toward achieving their financial goals. The basic cost of the financial checkup is included in the Investment Advisory Fee, but may increase with the complexity of your personal situation.
There is no cost for our initial consultation. After our meeting we will review your information in detail and provide a firm quote on the cost of our services. The information presented below was developed to give you a feel for the approximate cost of our services.
Our services include financial plans that are limited in scope ( e.g. , debt analysis, investment risk analysis, financial checkup, retirement plans)or those that address your overall financial position (a comprehensive plan). The total costs depends on the complexity of your situation and the services you are seeking.