Comprehensive Financial Planning | Financial Staples
 

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 $120,000 per year ($200,000 per year for couples)
  • 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 $4,200 for individuals and $6,600 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.

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Copyright © 2020 Financial Staples, LLC. All Rights Reserved.

Copyright © 2020 Financial Staples, LLC. All Rights Reserved.