Let us help you develop your path to financial security by designing a comprehensive personal financial plan. Our financial plans can include the following plan types:
Financial planning involves establishing goals for your future that require funding, gathering all of your financial information in one place, and organizing it in a manner that enables you to make informed decisions about important affairs in your life. With a well balanced financial plan we believe you will be better enabled to adopt a sustainable financial strategy, build wealth, and achieve important life goals.
What You Get
Analysis of your current financial status, complete with benchmark comparisons and insightful infographics.
An itemized list of your financial goals with options and recommendations for how you can go about achieving those goals.
A financial forecast with infographics showing your projected progress to achievement for each financial goal. This forecast will be based on the options you select during the financial planning process.
Your financial plan can be made available in digital form, printed form, or both. We offer this product to anyone who lives within the United States or holds assets within the United States.
We firmly believe that everyone over the age of 18 and responsible for financially supporting themselves and/or others can significantly benefit from having a financial plan. A financial plan helps formulate the right path for you to achieve your financial goals, i.e. saving for education, purchasing a car or home, funding retirement, and building financial wealth.
How Long It Takes For Us To Design Your Financial Plan
Writing a personal financial plan usually takes about 12 weeks depending on the unique circumstances of each client. Because the plan is comprehensive, it could take some time for you to gather all of the necessary information we need. It will take additional time for us sort through, analyze, and formulate recommendations based on the information you provide. We want to take the full scope of your financial status into consideration so that we can give you the best options for to select from to establish your path to financial security.
How Many Pages Will Your Financial Plan Be
Usually comprehensive plans range from 25 to 50 pages depending on the client's unique circumstances.
Pricing starts at $500 for simple a la carte plans and cost up to $5,000 for more complex comprehensive plans. Payment plans are available for this product.
Contact us today for a free consultation and financial plan design quote. We look forward to assisting you in building your sustainable finance machine.