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.
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.