Financial Planning Consultation
Our Financial Planning Consultation is a modular or comprehensive financial plan with limited investment advice. It is designed for clients who will qualify for Personal Wealth Management in the future, but may not qualify today because most of their investable portfolio value is in an employer retirement plan with limited investment options.
Financial Planning Consultation is primarily designed to answer questions such as:
- “Can I retire in five years?”
- “Can I retire and not outlive my money?”
- “How much retirement income can I safely withdraw from my portfolio?”
BFMI’s Financial Planning Consultation is offered on a custom-designed fee based on complexity and value-added. The fee is typically a flat fee or hourly rate.
The minimum fee is $2,400. Most client needs are well met for under $5,000.
If you’re interested in a Financial Planning Consultation, please contact us for an analysis of your situation and specific fee schedule information.