Proactive Financial Solutions 360, LLC
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Creating synergies within all areas of your financial life

Proactive Financial Solutions 360, LLC
  • Home
  • What we do
  • Service Packages
  • About Us
  • Resources

PFS Limited Financial Plan

The PFS Limited financial plan includes a two-hour collaborative working session that is tailored to your most pressing areas of need, supplemented by additional behind-the-scenes preparation, analysis, and documentation. 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 PFS Limited package 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 $225/hr

 

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