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Initial data review process
Two follow-up meetings with a CFP® advisor reviewing the plan and iterating for accuracy
Comprehensive strategy recommendations for investments, insurance, tax, estate, etc.
Best for DIY clients seeking expert input, families with simple estates and straightforward finances, budget-conscious individuals wanting a professional plan, and optional future updates are available at an hourly fee
Initial data review process
Two follow-up meetings with a CFP® advisor reviewing the plan and iterating for accuracy
Comprehensive strategy recommendations for investments, insurance, tax, estate, etc.
Best for DIY clients seeking expert input, families with simple estates and straightforward finances, budget-conscious individuals wanting a professional plan, and optional future updates are available at an hourly fee