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Wednesday, September 8, 2010
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Section: Services
-> Financial Planning
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Financial Planning
Impartial advice is
available on a variety of financial topics.
- Budget preparation
- Cash flow analysis
- Debt management
- Tax reduction strategies
- Insurance product comparison
- Education needs assessment
- Investment research and selection
- Asset allocation modeling
- Retirement accumulation and distribution
- Pre-divorce mediation
- Marriage planning
- Estate tax reduction
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$$ Price $$
Services can be purchased:
- By the hour:
$185/hr (1hr minimum)
- Three(3) hour pre-paid package
$540 ($180/hr: $15 savings)
- Five (5) hour pre-paid package
$875 ($175/hr; $50 savings)
Note:
* Pre-paid packages do not expire.
* Time is available until consumed on behalf of the client.
* Fees must be paid in advance of service
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NOTE: All time incurred on behalf of the client is billable,
whether speaking on the telephone, responding to a fax or email,
conducting research or analysis, or meeting face-to-face.
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Start Now!
Click an icon below to download and print
a copy of our "Client Questionnaire." Then bring this with you to
your appointment. We look forward to seeing you.
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(MS Word Document)
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(PDF Document)
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CFP ® and Certified Financial Planner™ are federally
registered service marks of the
Certified Financial
Planner Board of Standards (CFP Board).
CFP licensees adhere to a Code of Ethics and
Professional Responsibility, and continuing education and disclosure
requirements in the interest of providing the highest level of
professional service to their clients.
Chartered Retirement Planning Counselor sm and CRPC ® are registered service marks of the College for Financial Planning.
Copyright 2004, Equipoise Wealth Management, Inc.
Privacy Policy
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