Comprehensive Financial Planning: $1,000/mo. for 4 months
Comprehensive Financial Planning: $1,000/mo. for 4 months
Comprehensive Financial Planning assesses your entire financial situation, identifies potential areas of improvement, and places you on a better path to reach your goals. We’ll help you invest tax-efficiently and take full advantage of your opportunities. Financial planning isn’t just about managing investments. In fact, we often find the greatest opportunities in Taxes and Employee Benefits. Comprehensive financial planning covers: risk management, cash flow, debt management, investments, education funding, taxes, retirement, estate planning, lifestyle decisions, and more.
Scientific Financial’s financial planning process includes several face-to-face or virtual meetings over a 4-month period. You’ll receive a summary report, specific investment recommendations and an action list organized by date. There’s no required ongoing commitment, and we won’t ask you to hand over control of your investments. We want to teach and empower you. After engaging in financial planning, you’ll understand what you should be doing and most importantly why. No question goes unanswered.
(Optional) Ongoing Support and Maintenance: $65/mo.
(Optional) Ongoing Support and Maintenance: $65/mo.
After completing the initial planning process, you are eligible for our Ongoing Support and Maintenance program. This provides you ongoing access to eMoney and/or Income Lab software, unlimited email support and two hours per year of 1-on-1 meetings where we review goal progress, investments, retirement allocations, explore new scenarios, and answer any financial questions. Ongoing Support and Maintenance members are entitled to a 20% discount on future engagements.
The program is designed to ensure you stay on track to meet your lifetime goals. We’ll be there each step of the journey.
Financial Planning Case Studies
43/40 Couple with 3 Kids (39 min)
62/60 Pre-Retiree Couple (47 min)
| 1 | Free Pre-Engagement Mtg | (30 min) Discuss project, scope, expectations, etc. |
| 2 | Contract | Sign contract and make first monthly payment. |
| 3 | Upload Documents | Upload financial documents to eMoney vault. These documents communicate your financial picture and highlight opportunities for improvement. |
| 4 | Schedule Meetings | Scientific Financial will provide links for you to schedule the 3 primary meetings. |
| 5 | Discovery | (60 min) Get to know your situation, values, and goals. |
| 6 | Clarification & Possibilities | (60 min) Ask clarifying questions, fill in the gaps, explore possibilities and desires. |
| 7 | Delivery | (120 min) Present the plan and recommendations. Answer all questions. |
| 8 | Follow Up | (30 min) Discuss progress of action items, address additional questions, etc. |
| 9 | Additional Follow Ups | (30 min) Scheduled as needed until 4-month engagement ends. |
| 10 | Next Steps | Decide whether to join the Ongoing Support and Maintenance Program. |
Hourly & Custom Projects: $200/hr or agreed upon project price
