Description
A comprehensive financial plan that would encompass advanced planning areas.
This plan is typically focused on decisions for major life milestones such as:
- career promotions,
- business transactions,
- retirement,
- inheritance or
- estate planning.
Planning areas may include:
- cash flow and budgeting,
- insurance analysis,
- investment analysis,
- retirement and financial goal analysis, and
- estate plan review.
Further planning areas such as social security planning, stock options, or business planning may be applicable.
eMoney access is included.