Personal and Family Financial Planning

Work with an independent fee-based Financial Advisor to create a comprehensive financial plan.

- Analyze your current overall financial situation to identify strengths and address any weaknesses

- Define and implement an action plan to achieve your financial goals (retirement, education, home purchase)

- Maximize retirement and savings opportunities

- Review and build upon current portfolio holdings

- Ensure proper financial protection for yourself and your family

- Implement active coordination with your team of trusted advisors (CPA, Attorney, Banker, Insurance Agent, Broker, etc.)

- Review/Recommend Estate Planning techniques including Trusts, Family Limited Partnerships and many others.

- Strategies specific to entertainment professionals (writers, actors, etc.)

Cost:
One year agreements range from $1800 – $4500 depending on the situations. An initial consultation is always complimentary to determine level of need and estimate the work involved.

Includes FinanceGrrl Fundamentals.