Comprehensive Financial Plan

Our Comprehensive Financial Plans involve the detailed review and analysis of all facets of your financial situation, helping you see the big picture and set long and short-term goals. We believe that your plan will become a roadmap to your financial future and success.

Our Comprehensive Financial Plans typically focuses on the following areas:

1. Identifying and Prioritizing Goals

2. Retirement Plan Analysis and Strategies

3. Tax Planning*

4. Estate Planning*

5. Asset Protection and Risk Management

6. Education Planning

7. Investment Overview, Planning and Strategies

8. Cash Flow Management

9. Philanthropy Strategies and Planning

Our plan fees will depend on the degree of complexity or the amount of assets we currently manage for the household. The fee for a Comprehensive Financial Plan usually ranges from $2,600 to $5,200. In some cases, we can prepare the Comprehensive Financial plan at no cost, depending on the amount of Investable assets we are managing on your behalf. For more details, please visit our service model under the Financial planning and Wealth Management page. An estimate and scope of work will be provided prior to any engagement. 

To schedule a consultation and learn more about our Financial Plans, please click here or call us at (714) 919-4446. We look forward to meeting with you!

*We do not prepare tax returns or draft estate documents. However, we can refer you to one of our CPA and/or attorney contacts. Estate Planning is done in conjuction with your estate planning attorney, tax attorney, and/or CPA.