Financial Assessment Plan Comparison

 

	Basic	Intermediate		Advanced
		Option 1	Option 2
Net Worth / Cash Flow
Retirement Goals
Retirement Analysis
Education Goals
Education Analysis
Major Purchase Goals
Major Purchase Analysis
Basic Insurance Goals
Emergency Fund Goals and Analysis
Survivor Needs Analysis
Advanced Survivor Income Goals
Disability Needs Analysis
Advanced Disability Income Goals
Basic Long-Term Care Analysis
Advanced Long-Term Care Goals
Asset Allocation
Asset Allocation including Real Estate
Monte Carlo Analysis
Estate Planning Goals
Estate Planning Analysis
Contains Enhanced Reporting (noted + below)
Conference Time* Included with one of our CFP	2 hour	4 hours	6 hours	10 hours
* (includes telephone, e-mail, conference, in addition to data gathering, analysis, and report processing)
Standard Reports: (click to view PDF report) +Enhanced Reporting
Financial Needs Assessment Report		+	+	+
Financial Needs Summary Report			+	+
Financial Needs Analysis				+
Data Worksheets:
Fact Finder

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