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Thursday, July 24, 2008
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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:
$195/hr (1hr minimum)
- Three(3) hour pre-paid package
$552 ($184/hr: $33 savings)
- Six (6) hour pre-paid package
$1,080 ($180/hr; $90 savings)
- Nine (9) hour pre-paid package
$1,575 ($175/hr; $180 savings)
Pre-paid packages do not expire. Time is available until
consumed on behalf of the client.
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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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Copyright 2004, Equipoise Wealth Management, Inc.
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