Limited Financial analysis

At PFS 360, we do not confuse the method with the goal, we just want to help our clients. The outcome we seek is to gain clarity of client goals, purpose, and dreams. Said another way, we just want to get to the bottom of what our clients are trying to achieve with their money.  

360° Financial Consultation 

The 360° Financial Consultation is a two-hour collaborative working session that is tailored to your most pressing areas of need. This meeting is supplemented by additional behind-the-scenes preparation, analysis, and documentation (hours vary). The end result will be a limited-scope, digital, financial plan. You choose the areas you want to cover and we will tailor the service to your needs.

• Personal goal discovery
• Debt repayment planning
• Budget planning
• Advice on saving for major purchases
• Retirement plan decisions
• Insurance needs analysis
• College planning
• Long-term care planning
• Portfolio diversification and investment selection
• Tax efficiency planning strategies
• Retirement resource evaluation
• Inheritance proceeds decisions

Given its limited scope, the 360° Financial Consultation provides you access to competent, objective financial advice for a significantly lower fee than a comprehensive financial plan, hitting upon the areas you need the most present guidance on.

Based on Hourly Rate of $250/hr

One-Hour Financial Consultation

Some clients may just want to have a discussion about one, or a couple, areas of their financial picture and a one-hour consultation is an appropriate scope. We offer this service level as well. We do require this level of service for any client who is looking to have wealth management services.