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Are you looking for a review, or want to find out where the holes are in your situation? A one-time, comprehensive financial plan might be what you’re looking for.

During your one-time financial plan, we’ll have in-depth discussions on pertinent financial topics. We'll cover everyday spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building, and charitable giving.

After taking a holistic look at your finances, we’ll work together to construct a personalized, comprehensive financial plan. At the end of our process together, you’ll receive fully customized advice and easy-to-understand reports covering all recommendations. You’ll then be empowered to complete all these recommendations yourself without ongoing support from Dave.


INVESTMENT (COST)

At Retirement Matters, we’re completely transparent about our costs. A one-time financial plan costs $4,000, with a review in the future costing $2,500. Our meetings can be conducted via phone, video, or in-person at our office.

This service is not for current retirees. This service is only available for those still working, and want to seriously plan for their retirement.