Why financial planning?

According to a retirement study*, the median net worth of a "Successful Planner" (individuals who set a financial goal and stuck to it) was about 3 times greater than that of a "non-planner" (individuals who did not establish or stick to any financial goals).

For many of our clients, finances are not an issue of scarcity, but of abundance. Your Financial Plan will optimize your assets and cash flows to tax-efficiently accomplish your objectives.

See our Client Scenarios for two examples of clients we've advised.

what's in a financial plan?

Retirement Planning

Investment Analysis

Education Planning

Insurance and Annuity Analysis

Pension Analysis

Estate and Gift Planning

Tax-Efficient Strategies

Employee Benefits Advice

Retirement Income Strategies

Cash Flow Projections

Deferred Compensation Advice

Restricted Stock Advice

Stock Options Advice

Charitable Giving Strategies

Rental Property Analysis

what does it cost?

Most of our clients can expect to pay between $2,500 and $5,000 for an initial Financial Plan.

Costs vary by scope and complexity for every client and could be more or less than the range above.


*Source: Financial Literacy and Planning: Implications for Retirement Wellbeing.  Lusardi, Annamaria; Mitchell, Olivia. May 2011.