(6 months subscription/$250 per month): After a thorough review of all pertinent Client provided data and objectives and mutually agreed-upon assumptions, the Financial Planner will analyze the Clients financial situation including, but not limited to: net worth (assets and liabilities), corporate benefits, cash flow strategies (current and projected), retirement planning, risk management, investment portfolio, specific financial needs as determined by the Client, and tax and estate planning considerations.
Upon completing the analysis, the Financial Planner will make recommendations, including suggested strategies to achieve the Client’s stated objectives. The Financial Planner will provide the Client with a written report of all analysis and recommendations. This agreement includes up to 2 hours of monthly meetings (virtual or in-person) and frequent contact as financial situations arise. If Client wishes to engage the Financial Planner to provide additional services, Client and Financial Planner will establish mutually agreed upon terms for the continuation of benefits. The Client will be required to sign a new Client agreement, and additional fees may apply for further reviews.