At Amity Financial Achievements we can cover a broad range of topics as part of a financial plan. These topics could include but are not limited to:
- Cash Flow and Net Worth
- Retirement Projections - Saving For and Spending During
- Investment Planning and Advice
- Portfolio Diversification
- Education Funding
- Insurance and Estate Plan Review
- Tax Implications
- Small Business Ownership
A typical financial plan includes advice and analysis on a client's current investments, however, we also provide portfolio management for clients who want AFA to manage their assets directly. Click here to see our investment management information and pricing.
A financial planning engagement could be either project based, a limited number of hours, or an ongoing retainer.
Hourly Financial Planning
Most of our financial planning engagements are structured as a one-time project. The Get Acquainted Meeting will provide the necessary information for us to determine the scope and complexity of a project and then provide you with a quote. We typically charge $150/hour, and plans can range anywhere from $1,500 for a basic plan to $5,000 for a complex plan.
Financial Planning Retainer
Our financial planning retainer option is best suited to clients who want ongoing access to an advisor. Under this option, you have continual access to AFA for financial advice real-time, as situations and financial questions come up. Depending on your situation we charge $200/month. As part of the ongoing relationship, we will meet at least two times a year to review your finances and update the financial plan.