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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