Project-Based Planning
Unlike our other packages, project-based planning is best for the do-it-yourself investor, who wants a temperature check, or second opinion, on his or her investments and other decisions. It includes a comprehensive plan, and recommendations for you to follow.
The Project-Based Planning package is billed at $200 an hour. Fees range from $2500 - $3500. This package includes the following areas.
Retirement capital needs analysis
Initial investment recommendations
Housing review
Estate planning
Insurance review
College investment planning
Social security review
Cash flow analysis and budgeting
Pension optimization
Check out a side by side comparison of our packages, or a list of all of our services.