A robust service is available for clients who are looking for a long-term relationship with an advisor who will create a Comprehensive Financial Plan and assist in the implementation of that plan. For these clients, we develop a plan and also act as both your advocate and advisor to keep you on the path to your goals.
The Comprehensive Financial Planning with Retainer includes the following:
For example:
- Work with an estate planning attorney to implement changes to the estate plan;
- Follow up on the changes and recommendations with insurance professionals; or
- Coordinate with tax professionals to ensure that tax strategies have been implemented in accordance with the financial plan.
Clients have the option of a Comprehensive Financial Plan without a retainer. At the conclusion of the planning process, they can choose to pay for additional analysis and support on an hourly basis or convert to a retainer relationship.
Financial Planning Document Checklist for Families
Financial Planning Document Checklist for Small Business Owners
Here is more insight on our Personal Fee-Only Financial Planning model
