Services
Introduction
The beginning point of our services is a comprehensive financial plan. The plan is a roadmap of where you want the destination of your financial journey to arrive.
It is comprehensive in that we review more than just investments, but also risks, taxes and overall family dynamics. In fact, we have identified 168 factors we constantly review, when we present the results through our quarterly business and personal monitoring services.
As mentioned before, we seek only those families who are serious about their financial futures. The fee for our comprehensive financial planning services is $6,000. To facilitate current and future collaboration, data exchange and timely response, we provide a FREE scanner and Adobe Acrobat Professional. We also supply at no additional charge training, support and future upgrades or replacements of these products.
To review more about the comprehensive financial planning phase, request trial access to our "Client Reference Center", where all the details are available.
