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. Investing is how you fund your goals, but what are those goals and how do you achieve them?
If you have more than $250,000 in net worth and your biggest concern is,”How do I manage all this?”, this plan will help you get there. Sometimes you need more than online search engines to help you find the answers.
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.