Get Started Planning Engagement - 4 hours ($720)
Will Financial Planning offers a basic planning engagement which consists of gathering all financial data to provide a picture of a client’s current situation. This is the first step in a broad-based planning engagement. I believe having this snapshot is valuable in itself but another benefit of doing the Get Started engagement is that it can be used as a basis for more detailed planning in the future. This can be especially useful for clients who would prefer to spread out the work and the cost of a broad-based plan. Another advantage is the ability to address the most pressing issues first and leave less critical items for later.