Our “Keep It Simple” Financial Plan service is a project based engagement for clients that want to utilize a Certified Financial Planner™ to help them simplify, organize, and optimize their financial situation. This is a perfect match for clients wondering “am I ready to retire?” but have not made the transition yet. We will help you answer all your retirement questions and more.
Our goal is to help you build a plan not sell you a product. This service is suitable for clients that are generally financially savvy but would like a second opinion as well as clients that may not be as experienced and would like to work with a professional financial planner to create a simple roadmap to optimize their finances that is designed to be implemented by the client.
Clients that would like to continue their relationship with their planner to implement their plan will be given the opportunity to enroll in one of our “Simple+” ongoing service options.
Starting at $3,000 average fee being $4,000 - $6,000.
