200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

STAGE III | FINANCIAL CONSULTING

Stage III is similar to Stage II planning, but is more comprehensive, rigorous and conducted more frequently. A client at this stage requires regular, usually quarterly, discussions assessing the 6 key areas of financial needs and long-term stability to help ensure the family’s financial goals, requirements, obligations and desires are fully considered and addressed.

Schedule of Stage III wealth planning meetings are divided in 6 segments and each segment is handled separately:

ONE: NET WORTH/CASH FLOW/INSURANCE

TWO: DEBT MANAGEMENT & PURCHASE FINANCE CONSULTATIONS

THREE: ESTATE PLANNING/CHARITABLE GIVING

FOUR: FINANCIAL INDEPENDENCE/RETIREMENT DISTRIBUTION PLANNING

FIVE: ASSET & INVESTMENT PLANNING & REVIEWS

SIX: EDUCATION FUNDING FOR KIDS/GRANDKIDS

Initial annual fee is determined using a complexity matrix we will review with you. Fees are billed quarterly. Each year we will evaluate the ensuing years’ needs and the retainer may be adjusted accordingly.

Access our M.O.P Client  Questionnaire  to determine if our services can help you better organize your financial life as you pursue your important financial and life goals.

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