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Starter Program Household Financial Plan

This program is designed especially to provide professional financial planning to starting investors.  The Starter Program is suitable for clients with simple financial situations at least 15 years away from retirement.  It does not include full lifecycle financial planning.  For a fixed fee $1000 this Plan includes consideration of income, assets and debts such as:

- current income

- debt including credit cards, consumer loans, and home mortgages

- investment portfolio including taxable, tax-deferred and retirement accounts.

- educational savings

- insurance review

- does not include

- - assessment of retirement income needs

- - generating income from an investment portfolio

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