The Building a Financial House ($1975) plan is for someone that needs to a build a baseline financial plan and take it a step further by mapping out different scenarios and ‘what-ifs’. We go into more detail on specific goals, like transitioning to retirement or leaving a legacy.
If you have more than $250,000 in investable assets and are either receiving multiple sources of income (retirement, inheritance, dual family incomes) or are self-employed this plan will put you on the right path in building a framework.
This includes the Basic Foundation plan plus two additional meetings to dig deeper into the “what if’s” and tax efficiencies of your plan. We also will explore additional questions and follow up with an accountability plan.