Deep Dive Action Plan

For The Motivated Individual

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This engagement produces actionable steps for you to implement for your long-term financial success. Over the course of two meetings, we'll review where you stand on these and other financial priorities:

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• Cash flow and Budgeting

• Debt Management

• Banking

• Investments

• Retirement

• Education planning

• Employee benefits

• Insurance

• Data security

• Digital assets

• Estate planning

• Charitable giving

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The Process

• In our introductory meeting we'll discuss your priorities.

• You'll be given a list of documents to transmit via a secure link.

• We will then have our first one to two hour meeting.  These can be virtual or in-person meetings.

• I will then evaluate your information and generating a comprehensive set of recommendations for you to implement.

• In our second 1to 2 hour meeting, we will review the recommendations and address any questions you have for taking action.

• FPNW is available on an hourly fee basis for assistance in the implementation process if desired.

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Addressing Questions such as...

• I’m self-employed and wonder how to save for my kids’ education and my retirement.

• I’ve just inherited (money, property, investments) – what do I do next?

• Does my investment portfolio make sense?

• I’m about to retire.  I’ve been accumulating money all my life and the idea of now tapping those savings is daunting.  How do I do this?

• I don’t understand my work retirement plan – how do I best use it?

• What should I do with all the choices on my employee benefits?

• Is it a good idea to buy a home or a rental property?

• I’m about to get married (or divorced) and don’t know what financial moves I should make.

• What’s the best way to make charitable contributions?

• What’s estate planning?

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Compensation & Documentation

The Deep Dive process has a fee based on the complexity of your circumstances and varies from $1,250 to $1,750 for a single person and from $1,500 to $2,000 for a couple.  Follow-up assistance, if desired, is billed at the hourly rate of $200/hour.

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After our complementary session, I will provide you with a formal quote and contract that lays out the scope of our agreement. Should you later wish to expand the scope of the agreement, the hourly fee would apply and an updated agreement would be entered into.

 

Payment is expected as 50% upon a signed agreement and the balance on completion of the final presentation.  Payment by check, credit card or direct debit is possible via Advice Pay - a secure third-party payment processor tailored for the financial planning community.