Our Create Your Path Service is a one-time comprehensive financial planning service, which includes a complete financial plan that incorporates all of the following areas:
What You Get
- Comprehensive Financial Plan (Sample Summary Page)
- Two weeks of email/phone call support for clarifying questions
- Unbiased advice: we are fee-only fiduciaries
- Referral to other professionals if needed, such as CPAs, insurance brokers, or attorneys
Who Is This For?
If you want a comprehensive financial plan and feel confident that you can implement the financial planning recommendations on your own, then this service is for you.
Cost
A one-time fee that depends on the complexity of your financial situation. The minimum fee for this service is $2,700 for individuals or $3,000 for couples.
Our Process
This service consists of our Phase 1 process. Phase 1: The Create Your Path Phase includes 5 virtual meetings where we collect all of the information needed to construct your financial plan. The 5 meetings are usually held 2 to 3 weeks apart and typically span a few months. During the last meeting of Phase 1, we’ll deliver your financial plan with recommendations for you to implement.
Ready To Talk
Interested in learning more? Schedule a free, no-obligation video call to get any questions answered.
Not Ready To Talk Just Yet?
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