Comprehensive
Financial Planning
An ongoing service that helps you identify your goals and provides actionable steps to achieving long term financial growth
What's Included:
Comprehensive Analysis
A review of your entire financial picture, recommendations in the applicable areas below, and customized action plan
Client Website
A personalized online dashboard that tracks your progress and a secure vault where you can store all of your important financial documents
Implementation
Assistance implementing action plan items and recommendations, communications and coordination with other financial professionals
Ongoing Support
Proactive communications throughout the year to address various financial topics and planning opportunities
What We'll Cover:
Lifestyle & Career Goals
Savings Goals & Strategy
Cash Flow Planning
Credit & Debt Management
Investment Strategy
Employee Benefits
Equity Compensation
Income Tax Planning
Retirement Planning
Insurance Analysis
Estate Planning Strategy
Business Planning
Lifestyle & Career Goals
Savings Goals & Strategy
Cash Flow Planning
Credit & Debt Management
Investment Strategy
Employee Benefits
Equity Compensation
Income Tax Planning
Retirement Planning
Insurance Analysis
Estate Planning Strategy
Business Planning
How do I know if I’m a good fit?
Comprehensive Financial Planning is best for you if:
- Your annual household income is greater than $200,000 per year ($300,000 per year for couples)
- You’ve saved at least three months’ living expenses and have at least $100,000 of investment assets
- You have very little debt outside of a mortgage or student loans
- You don’t have the time, knowledge, or energy to manage your finances on your own
- You want and value a long-term relationship
- You need accountability and ongoing support
Your Investment:
Annual fee starting at $6,000 for individuals and $9,000 for couples
Read more about Our Process and see how we’ll work together.
Comprehensive Financial Planning services require a 12-month commitment. The fee may be adjusted based on the complexity of the engagement and the level or scope of services to be rendered. Annual fees are billed monthly or quarterly in advance.
Join our mailing list and receive free access to our guide: Budgeting for Beginners
Copyright © 2016-2024 Financial Staples, LLC. All Rights Reserved.
Copyright © 2016-2024 Financial Staples, LLC. All Rights Reserved.