Broad Based Planning Engagement - Cost based on time required and complexity of the client's situation (usually 10-20 hours, $1800-$3600)
Will Financial Planning offers a broad-based planning engagement which consists of gathering all financial data and providing a picture of a client’s current situation. Once confirmed, we will meet to discuss your personal and financial goals and identify what is most important in your life. There may be additional meetings to refine and clarify goals and objectives. Finally, we will design a detailed financial plan for you that addresses your goals with specific advice in all areas: retirement, investment, tax, insurance, estate and education planning.