The Basic Financial Foundation ($975) plan is for someone who would like a snapshot of where they are today and advice on how to move closer to achieving their financial goals.
If you have less than $250,000 in investable assets and are currently employed, this plan would fit you.
This plan includes an analysis of your current financial position and specific recommendations tailored to suit your planning needs. The process involves gathering your data, either in person or through our planning program software, and establishing your goals. We then meet with you again to go over our findings. You will have an action plan and a clear picture of your situation.