We will develop a comprehensive financial plan that analyzes and illustrates the wining bidder’s current situation, and then layers alternatives meant to help them make good decisions and reach their financial goals in a manner consistent with their values, circumstances, and intentions. The areas covered, as appropriate, will include financial position, budgeting, retirement planning, investments, insurance, college savings, tax strategies, and estate planning. The deliverable is a hard copy of the plan that includes a written summary, observations, and recommendations. At the clients’ discretion, we can also deliver a personal web site that, within the context of the financial plan, aggregates and updates financial information from a multitude of sources on a daily basis.

Market value varies, depending on the complexity of the case, from $ 1000 to well over $5000.