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Financial Planning

Comprehensive Financial Planning

A comprehensive financial plan is a strategic roadmap that outlines an individual or family's financial goals and the steps needed to achieve than. We begin with a thorough assessment of current financial status, including income, expenses, assets, and liabilities. The plan then establishes specific and realistic short-term and long-term objectives, such as saving for education, retirement, or debt reduction.

Investment strategies are crafted based on risk tolerance, time horizon, and financial objectives. Tax planning is integrated to optimize tax efficiency, and insurance coverage is assesed to manage risks.

Regular reviews and adjustments are cruicial to adapt the plan to life changes, market fluctuations, and evolving financial goals. Estate planning may be incorporated to ensure the efficient transfer of assets and wealth preservation.

Ultimately, a comprehensive financial plan aims to provide financial security, growth, and peace of mind by aligning individual and familial aspirations with a well-defined and adaptable financial strategy. Regular monitoring and adjustments ensure the plan remains effective in the face of changing circumstances.

Financial Planning Service Cost

  • One Time Plan Establishment: $3,000*
  • Annual Financial Planning Updates**
    • Less than $250,000 AUM: $3,000 Annually
    • $250,001 - $500,000 AUM: $1,500 Annually
    • Greater than $500,000 AUM: Included

* One Time Plan Establishment fee will be billed $1,500 upon signing of the Financial Planning and Consulting Agreement and $1,500 upon delivery of the financial plan.
** Annual financial planning update fee is based on the Assets Under Management (AUM) which are funds being directly managed by Evolve Advisor Group. 

Click Here to Download Sample Client Financial Plan 


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