Comprehensive Financial Planning

Comprehensive Financial Planning Project 

$5,000 and up

For clients looking for a comprehensive financial plan or planning project, we offer initial project and plan updates:

Comprehensive financial planning addresses your entire financial situation ~ whether you are at a career crossroads, preparing for retirement, planning a major life event, or developing goals and a roadmap for your future.

Given the significance of this decision, we want you to feel completely comfortable with us. We start with a complimentary 1-hour meeting to discuss your goals, dreams, issues, and concerns. While we can assist with all areas of financial planning, we work together to define the scope of your plan. Once we determine the areas to be included, we provide you with a proposal for your planning project. This is your plan— we will refine the scope to align with your priorities and goals.

Your financial planning fee will vary based on your specific needs and the complexity of your situation. Comprehensive plans, which cover all aspects of your financial situation and include multiple scenarios, typically involve 10 to 20 hours of preparation, meetings, analysis, and recommendations by our team.

Once we mutually agree on the scope, the cost is set and will not be adjusted. If there is additional analysis or assistance outside of the agreed scope, we will provide a separate proposal for the additional work.

What’s Included

• A 2-3 month engagement to create a customized, actionable financial plan 
• Includes meetings, emails and calls as needed
• Customizable to include all/any areas of financial planning – you control what is included in your plan!
• Ideal for clients seeking detailed, thorough advice and recommendations on their entire financial situation
• Following the presentation of your completed plan, Clients receive up to ninety (90) days of reasonable follow-up support related to implementation questions and clarification of recommendations included within the original project scope.
• After the ninety (90) day implementation period, Clients seeking additional analysis, plan updates, investment review, implementation guidance, future meetings, emails, phone support, or ongoing financial questions may continue working with us via the Focused Financial Planning Engagement.

Schedule your complimentary 15-minute strategy session below to see if a Comprehensive Financial Planning Engagement from Asti Financial is a good match for your planning needs.