Financial Roadmap
Where am I going and how do I get there?
Without a map and a well-defined destination, you'd never know if you're getting closer to where you want to be. Developing a roadmap for your financial life is crucial. This personalized roadmap is your Financial Plan, and sets a course of action for your financial journey.
Your Financial Roadmap may include some or all of the following areas:
Retirement Planning
Risk Analysis
Portfolio Management
Estate Planning
Asset Protection
Tax Planning
Stewardship Giving
Education Planning
To develop a One-Time personalized roadmap, our fee is generally between $5,000 to $10,000. Complexity of your specific situation may affect actual pricing. We require 50% of the agreed payment at start of the project, and the remainder 50% is due at the completion of the plan.
We also offer ongoing planning partnership. Please see Holistic Financial Planning.
View our complete Fee Schedule
Ready? Let's do this Together
Schedule a 30-min introductory meeting