The Comprehensive plan is for individuals and families that have multiple financial want to build a roadmap to bring them all together. In this plan we will analyze, develop, and provide strategies that are related to cash flow, retirement timeline and options, short-and long-term financial goals, family planning, education planning, debt payoff strategies, student loan payoff strategies,  tax strategies, Executive stock options, RSUs and profit sharing benefits, compensation plans, bonus structures, special needs planning, physician planning, long-term care planning, parent planning and legacy planning.

The Comprehensive Plan will provide a roadmap that will include:

• Cash flow management
• Retirement timeline and options
• Short-and long-term financial goals
• Family and education planning
• Debt and student loan payoff strategies
• Tax strategies
• Executive compensation, stock options, RSUs and profit sharing benefits
• Bonus structures and incentive plans
• Special needs planning
• Physician specific financial strategies
• Long-term care and elder care planning
• Parent and legacy planning

Our goal is to help you align all aspects of your financial life into one clear, actionable plan so you can move forward with confidence. The Comprehensive Planning will provide a roadmap that will include:

• Cash flow analysis
• On-call service as needed from our team
• One to two meetings a year, sometimes more depending on your needs, to review changes, updates, market oulooks, new goals and progress towards current goals
• You will receive a comprehensive projection over your lifetime  using our Personal Financial View Software
• Investment asset allocation analysis
• Cash flow analysis
• Net worth statements
• Review of current and future insurance protection needs
• Retirement projections
• Retirement alternatives of timeline, cash flow, and/or expenses
• Social security strategies
• Pension review and strategies
• Student loan payoff strategy
• Special needs planning
• Physician planning
• Stock option analysis
• Bonus and or profit sharing review
• Risk tolerance analysis
• Tax Planning review and strategies
• Monte Carlo analysis
• Long-term care
• Generational planning-young professional plan for your children will be discounted to $250
  • As your children turn 18, they will be able to work with our team and do a Young professional plan (see Young Professional plan) for 50% of the original cost
• Introductions and/or collaboration with:
  • Estate planning attorneys
  • CPAs
  • Health Insurance advisors
  • Home and Auto Insurance advisors
  • Other resources as needed
    

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.