Comprehensive Life Plan
The Comprehensive Life Plan focuses on retirement planning and other major life goals, such as saving/paying for college, a major purchase or estate planning. The plan includes elements of the Financial Foundation Plan, but also provides probabilities, projections and what-if planning scenarios. For more details, please click here.
Best for retirees, pre-retirees or mid-to-late career individuals & families interested in planning for retirement and other key life goals.
For an overview of the planning process and timing, please click here.
Flat Fee Price: $2,499-$5,999 depending on complexity
Sources of Income in Retirement (example)