ONGOING COMPREHENSIVE FINANCIAL PLANNING
Designed for busy people who have a variety of financial concerns and would like to start proactively planning for a prosperous financial future. You desire to work with a tech-savvy planner CFP® who stays current on the financial planning strategies that meet your needs.
- Individuals, Couples, and families entering/planning for a new life-stage or event
- Anyone generating enough income to pursue multiple financial goals at the same time
- Anyone seeking access and a long-term relationship with a financial advisor who can advise on many topics on an unlimited basis
- 3 to 4 initial meetings in-person (NYC/NJ) or virtually (via video conference) to build and deliver personalized financial plan
- Assistance & guidance in implementing the financial plan throughout the year
- 2 to 3 official meetings annually for coaching and checking on your progress
- Online access to all of your financial planning information with automated reminders of actions to keep you on track
- Update, monitor, and modify your plan as needed plus unlimited email or phone support for questions that arise throughout the year
- Working sessions will be augmented by behind-the-scenes time spent preparing,
analyzing, and developing recommendations for the client
Fees: $750-$1000 Upfront Fee. Then an annual fee, paid monthly, of $300-$475/mo.
Click here for more details on the ongoing financial planning program. There is also an option for a one-time comprehensive plan.