Foundational On-Board whats included

What's included with your Foundational Planning On-Boarding fee

When you engage our team to help you and your family create a foundational plan, your on-boarding fee will include the following:

• Access to your personal Living Balance Sheet client portal
• 3 initial Strategy sessions as we develop your foundational plan together
• Family financial analysis
• Investment portfolio strategy development
• Market commentary
• Employee Benefit Consultation
• Basic Tax Planning
• Basic Estate Strategy