Money Matters For Financial Planning
What are Money Matters?
Money Matters consist of all important life decisions that have a financial component in some shape or form. We review your employers benefit package during open enrollment to ensure you are maximizing all of the benefit options available to you. We review your current insurance policies for any red flags, and can refer you to insurance agents for additional coverage when appropriate. In addition, we partner with real state, family, and trust attorneys for any legal services you may need to preserve your long term wealth. Often times a review of tax returns can provide insight into potential tax efficiencies in your investment portfolio that are not currently being utilized. We like to think of your advisor as a financial coach that helps with all kinds of money related decisions that you may encounter.
Cost: Included in the $300-$500 monthly retainer, depending on complexity