Essential Financial Plan

August 11th, 2016 by Matt Large


SKU: N/A Category:


An initial financial plan for an individual or family in the accumulation phase.

This plan typically includes access to:

  • The eMoney system,
  • a discovery meeting,
  • strategy meeting and
  • implementation meeting.

Planning areas include:

  • A review of cash flow with a recommended budget,
  • Insurance analysis and recommendation, and
  • Financial goal projections with recommended action items to accomplish these goals.

Additional information

Bill Frequency

Annual, Quarterly, Monthly