Standard Retainer
Practical Financial Planning's most comprehensive service, providing a full financial plan covering:
- Tax Planning and Preparation
- Record Keeping
- Cash Flow and Budgeting
- Life Planning and Goal Setting
- Insurance Review
- Estate Planning
- Asset Allocation
- Investment Selection
- Retirement and College Planning
An open retainer, allowing clients as much time as needed to answer all their questions without increasing fees, the Standard Retainer provides ongoing guidance.
Investment Project
A series of three meetings of 90 minutes each. The Investment Project provides the client:
- A complete review of net worth
- Personalized asset allocation
- Investment strategy
- Customized investment strategy
- Investment sale and purchase recommendation
- Retirement sustainability analysis
- Written recommendations
Financial Fitness Review
A two-hour meeting providing customized recommendations on the client's highest financial priorities. The Financial Fitness Review is your best introduction to Practical Financial Planning.
You can receive advice on:
- Debt reduction and management
- Cash flow analysis and enhancement
- Tax planning for current year
- Recommendation of possible tax strategies
- Retirement/Financial Independence Analysis
- Review of current asset allocation and investment location for tax efficiency
- Evaluation of performance of current investments
- Review of Financial Life Cycle position
- Recommendation of holistic financial strategy
- Analysis of current costs being incurred for financial advice
- Other related topics
Cash Flow Coaching
For those who would benefit from regular coaching on their efforts to build wealth by managing their saving and spending.