Creating synergies within all areas of your financial life.
Creating synergies within all areas of your financial life.
We acknowledge that a full comprehensive plan may not be necessary for everyone. One approach involves assisting clients in reaching their goals through situational planning, focusing on one or two specific modules. Our objective is to achieve clarity regarding client goals, purpose, and aspirations. In essence, our aim is to understand precisely what our clients seek to accomplish with their financial resources.
SITUATIONAL FINANCIAL PLAN
The plan includes up to 2 of the modules listed below, but is not limited to:
Long-Term Spending
Education Funding
Investments
Retirement
Income Tax
Insurance
Estate Planning
This package encompasses the PFS 360° methodology. It is the cornerstone to your “Financial Roadmap.” This package includes multiple stages of preparation of your plan as well as 2 meetings with us. Upon completion, you will have access to the digital version of the plan and we will provide you with a one-page summary of our recommendations.
Starting at $2,500