Perfect for younger professionals, this process will focus on effective cash flow management, identifying areas of risk, establishing strategic savings habits, and executing a thorough estate plan.
This process will include everything in Tier 1. In addition, we will fully analyze your current portfolio, track your current progress toward your goals, and map out efficient savings strategies to better increase your trajectory toward reaching your goals. Also included is a deep college planning experience designed to help not just save money for college, but help save money ON college.
This process will include everything in Tier 1 and Tier 2. In addition, we will create a customized distribution plan based on your specific goals and assets that maximizes your probabilities of successfully reaching or even exceeding your goals. We will go deeper into estate planning, including strategic tax reduction and trust planning.
For those with more complex situations, or business owners who would like to include planning regarding their business, the fee will be based on scope and complexity. Please inquire for more details.