Who It's For
TotalPlan is Right For You if you:
-
Like to DIY your financial planning but want short-term professional guidance
-
Want to explore different scenarios with realistic projections
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Want to resolve fundamental financial questions
3 Months / 6 Meetings
A
INTAKE
+ ANALYSIS
We'll review your financial materials, and establish core goals for the process.
B
SCENARIO LAB
Our highly-advanced systems allow us to run realistic and nuanced projections to test and imagine future pathways.
C
ACTION PLAN
We'll deliver a detailed action plan with next steps for you to self-manage.
What Will We Talk About?
Real Estate Decisions
Employee Benefits
Investment Management
Retirement Planning
Achieving Financial Independence
Saving on Taxes
Social Security
Cash
Flow
SCENARIO LAB
We'll use our advanced tools to generate realistic and reliable outcomes based on:
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Investment options
-
Income + expenses
-
Potential Life Changes
Simple + Straightforward Fees
3-Month Engagement
(6 Meetings)
Retirement Assessment
SCENARIO LAB
Implementation Steps
for
$6900 (all-inclusive)
INCLUDES:
Investments, Real Estate, Diversify RSU, Tax, Insurance (Life, Disability, and Long-Term Care), Retirement Income, Social Security, Pension Analysis, Beneficiary Review, and More...
