Services To Be Provided

The scope of your personal financial plan will include some or all of the following services:

Portfolio review and evaluation
Cash flow analysis
Budgeting
Divorce planning
Tax projections
Tax planning
Philanthropic planning
Retirement planning
Planning for special needs family member
Education funding planning
Risk management analysis (i.e., insurance policy review)
Client meetings
Organization of client documents
Investment policy design
Access to financial planning tools
Retirement account investment analysis and allocation
Estate analysis and planning
Behavioral coaching and wealth mentoring
Other mutually agreed-upon requests

Professional Fees

No fees are due at this time. Payment will be due after the plan delivery meeting which we will schedule in the coming weeks. Fees for plans not purchased through our package or subscription services (https://assetintegration.com/pricing) will be assessed at a rate of $200.00 per hour. All fees will be outlined in the Financial Planning Agreement.

By submitting this financial intake tool, you represent and warrant that you agree to these terms and the services to be provided.