Comprehensive Planning

Our comprehensive planning services provide a thorough examination of all things financial in the life of a client. Usually requiring 6 to 10 weeks to complete, the resulting report is very thorough. The final report presentation meeting can last up to 2 hours. This is stand-alone service is available to anyone. The minimum fee is $2,000 however after the initial phone interview a higher fee may be quoted due to the anticipated complexity of your specific situation.

Have a Question?

Thank you!