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.
The Standard Retainer covers:
- Tax Planning and Preparation
- Record Keeping
- Cash Flow and Budgeting
- Life Planning and Goal Setting
- Insurance Review
- Estate Planning
- Asset Allocation
- Investment Selection
- Retirement and College Planning
The client may select a Retirement Readiness option, with a special emphasis on goals and life planning.