Comprehensive Financial Planning

The advice-only financial planning process includes a truly comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.

Providing personalized education and advice in your best interest requires a full understanding of your unique financial situation, opportunities, and desired outcomes. Nearly all financial decisions have implications across multiple planning areas, and they should not be considered in isolation.

The comprehensive financial planning process covers the following topic areas:

Planning Fees

New relationships begin with a three-month comprehensive planning engagement at a flat fee of $7,650 per household. Half of the cost ($3,825) is due upon the signing of our formal agreement letter, and the other half ($3,825) is due upon the presentation of the financial plan.

Clients who complete a comprehensive planning engagement may choose to refine their plan with ongoing updates at an hourly rate of $450/hr. Ongoing planning focuses on ‘looking around the corner,’ helping you make proactive financial decisions as your plan changes over time.

Secure payments can be made using AdvicePay with a credit card or direct deposit. Measure Twice Financial will not collect your confidential payment information.

Comprehensive Financial Planning

The advice-only financial planning process includes a truly comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.

Providing personalized education and advice in your best interest requires a full understanding of your unique financial situation, opportunities, and desired outcomes. Nearly all financial decisions have implications across multiple planning areas, and they should not be considered in isolation.

The comprehensive financial planning process covers the following topic areas:

Planning Fees

New relationships begin with a three-month comprehensive planning engagement at a flat fee of $7,650 per household. Half of the cost ($3,825) is due upon the signing of our formal agreement letter, and the other half ($3,825) is due upon the presentation of the financial plan.

Clients who complete a comprehensive planning engagement may choose to refine their plan with ongoing updates at an hourly rate of $450/hr. Ongoing planning focuses on ‘looking around the corner,’ helping you make proactive financial decisions as your plan changes over time.

Secure payments can be made using AdvicePay with a credit card or direct deposit. Measure Twice Financial will not collect your confidential payment information.

FINANCIAL EDUCATION

Receive timely resources along your path to financial independence.