Wealth Management Retainer
The Wealth Management Retainer provides the highest levels of individualized attention, with a special emphasis on tax efficiency and reliable cash flow.
Learn more about our Wealth Management Retainer services.
Practical Financial Planning’s comprehensive service, providing a full financial plan. An open retainer, allowing clients as much time as needed to answer all their questions without increasing fees, the Standard Retainer provides ongoing guidance.
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A series of three meetings of 90 minutes each. Learn which investments to sell, which to buy, and the long-term approach you can use to keep your investments in their proper balance.
Learn more about our Investment Project services.
Financial Fitness Review
A two-hour meeting providing customized recommendations on the client’s highest financial priorities. The Financial Fitness Review is your best introduction to Practical Financial Planning.
Learn more about our Financial Fitness Review.