Annual Review
Generally $3,000 - $6,500*
We recommend that current clients return at least annually to monitor plan progress so they can stay on track.
Your Annual Review includes:
- Updating financial goals, assets and cash flow.
- Responding to economic factors.
- Rebalancing your portfolio.
- Updating distribution strategies for those in retirement.
- Addressing your current financial questions.
*The above estimates are for illustrative purposes only. Your planner will provide you with a specific quote based on the complexity of your situation.
Plan Update
Generally $4,000 - $9,500*
We recommend a scenario update every 3 to 5 years that will take into account life changes and evolving external conditions.
Your Plan Update includes all the components of an Annual Review plus:
- Updating your scenario(s) based on current personal and external assumptions.
- Confirming the probability of reaching your existing or shifting goals.
*The above estimates are for illustrative purposes only. Your planner will provide you with a specific quote based on the complexity of your situation.
Contact us to schedule time with your financial planner.