Financial Planning & 

Ongoing Advisory Services

Financial Planning 

- From $495.00

Includes the following:

Understanding Your Circumstances

(goals, needs, wants, risk tolerance

and  time horizon)

Data Gathering

(Documents to complete your financial profile)

Data Input & Analysis

(Monte Carlo assessment, benchmark testing of financial portfolio & risk management assessment)

Presentation of Findings

(Virtual meeting, phone call or in-person meeting to discuss current probability of a successful outcome)

Presentation of Recommendations

(Primary set of recommendations with at least one alternate recommendation)

Business woman using calculator for do m

60 Minute Planning Session - $125.00

Includes the following:

Understanding Your Circumstances

(A summarization of goals, needs, wants, risk tolerance and  time horizon)

Data Gathering

(Stated Income and rough outline of financial portfolio and insurance risk management)

Data Input & Analysis

(Monte Carlo assessment & risk management assessment using estimated data)

Presentation of Findings

(Virtual meeting, phone call or in-person meeting to discuss current probability of a successful outcome)

Presentation of Recommendations

(Primary set of recommendations with at least one alternate recommendation)

Ongoing Advisory Services - $2,495.00/year

Includes the following:

Investment Advisory Services 

(Ongoing investment management and/or ongoing investment advice on held away assets including quarterly reviews)

Financial Planning Services

(Ongoing financial plan monitoring and updates including annual review)

Client Portal with Plan Access 

(Year round access to the live financial plan document through the secure financial planning website)

Coordination with Other Professionals

(Coordination with client's other professional advisers with regard to financial, tax, insurance and estate planning as needed)

Year Round Communication

(Ongoing communication with clients as needed)

African American man working from his ho

Insurance Risk Management Planning - $195.00

Includes the following:

Understanding Your Circumstances

(goals, needs, wants, risk tolerance and  time horizon)

Data Gathering

(Documents to understand your insurance risk profile)

Data Input & Analysis

(Risk management assessment & Monte Carlo Simulation as needed)

Presentation of Findings

(Virtual meeting, phone call or in-person meeting to discuss current probability of a successful outcome)

Presentation of Recommendations

(Primary set of recommendations with at least one alternate recommendation)

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