Comprehensive On-Boarding Fee
Your Comprehensive On-boarding fee includes:
- Access to EMoney Client Portal and Secure Vault
- Aggregation of all financial accounts
- Weekly and Monthly Market Reports
- Priority Access to your planning team
- Review of your current situation - The Baseline
- 3 Strategy Meeting during Plan Development
- Cash Flow Strategy for Retirement
- Secure Money Budget
- Go Go Budget
- Slow-Go Budget
- No Go Budget
- Tax Planning Analysis for Retirement
- Estate and Legacy Planning Analysis
- Risk Management for retirement
- Investment Analysis for your Distribution Portfolio
- Comprehensive Analysis Report and Strategy Implimentation Plan
- Coordination with your CPA and Estate Lawyer
- End of the year Tax Planning Report
- Monthly Market Analysis
- 2 Strategy Implimentation Session
