This personal financial planning service includes a comprehensive financial review and an ongoing relationship with Financial Planning Associates, Inc. Clients can discontinue the relationship at any time, subject to the terms of the engagement agreement. The financial planning review typically includes cash flow modeling to answer your questions concerning your retirement years, current income taxation, investment planning, risk management and estate planning. Our sophisticated software modeling capabilities allow us to consider various alternative scenarios and assumptions, and our years of experience allow us to apply perspective and insight to the process. Annual follow up reviews are recommended, and may involve reduced review fees.
This fee amount is available to clients only after consultation with and agreement to by Carl Goodin, CFP®, President, Financial Planning Associates, Inc.