Financial Planning Steps 1. Initial Meeting Fact gathering Identify objectives Define scope of engagement and timeline Fee estimate 2. Goal Setting + Software Setup Outline short and long term goals Link accounts to eMoney software Review spending and cash flow Risk assessment Collect fee 3. Final Presentation Provide recommendations and implementation advice 4. Execution Account(s) setup Trade execution Financial Planning Packages Quick Start - $900 A detailed evaluation and recommendation of specific questions such as: Help me develop and understand an appropriate investment portfolio Help me get organized Am I “on-track” for retirement Is my 401(k) properly invested Help me enroll in and understand my employee benefits Did I pick the right insurance Help me evaluate an employment offer Traditional - $1,750 Holistic financial plan A look at all aspects of your financial life 5-Year cash-flow report and savings assessment Saving requirements for goals Debt strategies Rent vs. buy Investment portfolio: analysis and detailed recommendations Stock option planning Insurance coverage review Tax savings ideas Advanced - $2,800 Everything from the Traditional Package Alternative Investment education Retirement distribution planning Concentrated stock liquidation and strategy Estate planning coordination with your attorney Tax planning coordination with your accountant Charitable giving planning Topic Specific Help - $300/hour Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described doesn’t apply to you.