360° Financial View

Description Max hours Cost Engagement
Low Complexity Plan 8 $1,800 1 month
Standard Complecity 15 $3,000 3 months
High Complexity 25 $4,000 3 months
Comprehensive Financial Plan Includes

Current year tax & next year tax recommendations

Current portfolio review & portfolio recommendations

Estate planning & recommendations

Insurance review & recommendations

Education Analysis and Recommendations

Cash-Flow Analysis and Recommendations

Technology Package

Global Referrals

Career Planning + Brainstorming

Discounts on ongoing one-on-one financial coaching

Financial coaching throughout the engagement

360° Financial View

Tax planning strategies icon

Description

Low Complexity Plan
Standard Complecity
High Complexity
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Max hours

8
15
25
Behavioral financial coaching icon

Cost

$1,800
$3,000
$4,000
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Engagement

1 month
3 months
3 months
Comprehensive Financial Plan Includes

Current year tax & next year tax recommendations

Current portfolio review & portfolio recommendations

Estate planning & recommendations

Insurance review & recommendations

Education Analysis and Recommendations

Cash-Flow Analysis and Recommendations

Technology Package

Global Referrals

Career Planning + Brainstorming

Discounts on ongoing one-on-one financial coaching

Financial coaching throughout the engagement