Full Financial Planning Meeting

Service Description

This is our most comprehensive and valuable service. While it includes our Tax Saving Strategy Planning service and Investment Portfolio Review service, we'll also take a deeper look into your finances to discuss debts, life insurance, estate planning, and more. We firmly believe that identifying your needs for lifetime fulfillment is the key to living your best life and vital to any financial plan, so as a part of this process, we'll work together to determine what you'd like to get out of life and how to best position your finances to do it. This service is completed over several meetings which include introduction, goal review, plan collaboration, plan completion, and plan implementation. The number of meetings will vary depending on your personal situation and the complexity of the plan.