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 - $1,500 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 1 year check up and implementation Traditional - $3,000 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 6 month and 1 year check up and implementation Advanced - $4,800 Everything from the Traditional PackageAlternative Investment educationRetirement distribution planningConcentrated stock liquidation and strategyTax planning coordination with your accountantMoney manager/Broker three-way conference call (if requested).Intervention assistance with securities custodian, bank, or insurance company to help with problem resolution (one, up to one-hour intervention per year)Estate planning coordination with your attorneyCharitable giving planning6 month and 1 year check up and implementation Topic Specific Help - $400/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.