Comprehensive Financial Planning
This is your tailor-made adventure! Let’s put you on a path to reach your goals.
Ongoing Comprehensive Financial Planning allows us to work together over an extended period of time. We often work with entrepreneurs, mid-career professionals, and young families who seek advice in multiple areas over a longer period of time. We continuously evaluate your financial and personal situation and provide financial education throughout the process. You receive ongoing access to a planner who will work with you to develop your plan, help you implement the agreed upon recommendations, and monitor your plan as your circumstances change.
Initial Fee: $1,000 – 2,000
Annual Retainer: $1,620 – 3,600 (billed monthly)
New to financial planning? Not quite sure what you’re in for? Give RightCapital, our primary financial planning program, a test run. We use RightCapital to actively engage clients and work more closely with them in reaching their goals. Check it out here, and we will follow up with you!