Plan Assessments
Get a Clear, Honest Look at Where You Stand.
Whether you’ve been working with another advisor or managing your own finances, sometimes you just want a second opinion. Our Plan Assessment is a one-time, flat-fee service designed to give you clarity—without sales pressure or commitment. We’ll evaluate your current plan, identify any gaps or risks, and give you a clear, personalized blueprint to move forward with confidence.
Peace of mind starts with knowing exactly where you stand.
What’s Included in Your Plan Assessment?
This service is ideal for individuals or couples who want a professional review of their financial picture before making major changes—or just want reassurance they’re on track. Whether you are a few years from retirement or already drawing income, we help you understand what’s working and what may need adjusting.
- Full review of your current financial plan or strategy
- Retirement readiness analysis
- Investment allocation and performance evaluation
- Tax efficiency and RMD planning
- Social Security and income coordination
- Insurance and long-term care review
- Estate plan review (wills, trusts, beneficiaries)
Know What’s On Track–and What Might Be Missing.
Our goal is to give you clarity and eliminate confusion. After our review, you’ll walk away with answers to the questions that keep most people up at night—and a set of clear next steps you can take on your own or with professional support.
We’ll help you answer:
- Am I on track to retire when I want to?
- Is my current investment strategy helping—or hurting—my goals?
- Am I paying more in taxes than I need to?
- Will my retirement income last through my lifetime?
- Am I taking the right level of risk for my situation?
- What blind spots or gaps should I be aware of?
What You Can Expect from the Plan Assessments Process
Initial Discovery Meeting
We start by learning what matters most to you—your goals, your concerns and what prompted your interest in a plan review.
Document & Plan Review
We’ll carefully examine your existing financial documents, investment accounts and plan summaries to ensure we understand the full picture.
Custom Analysis & Recommendations
Using our financial planning tools, we’ll stress-test your plan and highlight strengths, weaknesses and opportunities for improvement.
Results Meeting
We’ll meet one-on-one to walk through our findings in plain language, with no jargon or pressure to move your accounts.
Optional Follow-Up
You decide what’s next. If you choose to continue working with us, we’ll waive the $2500 one-time-planning fee and continue supporting you. If not, you will be provided with a clear, professional blueprint of the plan that’s presented to you.
