The following documents will be needed to properly study, analyze, and prepare a personal plan for you. This material will be treated confidentially and returned when the planning process is completed, or earlier if requested.
Please print out and bring to appointment
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $1500.00 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.