Broker Check

Standard Financial Plan

Discover

  • Discovery and Goal Definition Meeting

Design

  • Executive Summary
  • Investment Planning
  • Retirement Projection
  • Education Plan Review
  • Debt Elimination Planning
  • Life and Disability Insurance Review
  • Social Security Optimizing

Monitor and Report

  • Quarterly Performance Reports
  • Online Account Access
  • Scheduled Priority Phone Consultations
  • Semi-annual Investment Strategies Review
  • Sesquiennial Net Worth, Retirement and Goals Progress Updates
  • 24 X 7 Email Support

 $100 per month (10% discount available for annual)