Compass Financial Consulting - One-Time Financial Plan

	FINANCIAL SVCS
	Financial Planning
		One-Time Financial Plan
		Coordinated Financial Planning Services
		Hourly Counsel
	Strategic Wealth Management
	Executive Planning
	Managing Money Presentation

Our Service Guide

One-Time Financial Plan

An in-depth review of your overall financial picture, including a detailed game plan for the following:

Short & Long-Term Financial Goal Setting
Net Worth Summary & Analysis
Cash Flow & Income Tax Projections
Life & Disability Insurance Needs Analysis
Estate Review, Analysis & Recommendations
Charitable Giving Planning & Strategies
Children's Tuition and Funding Analysis
Asset Allocation & Investment Advice
Financial Freedom Scenarios

The fees for a one-time financial plan are predominately quoted as fixed-fee arrangements and are based on the level of complexity of your personal situation.