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Comprehensive Financial Planning - Decisive Path


Discipline is the most important attribute to nudge you from here to your desired there.
Comprehensive Financial Planning

Never visited a financial advisor? Need a second opinion? A comprehensive financial plan is designed to help you with all aspects of financial planning. The planning process analyzes your needs for flexibility, liquidity, protection, asset allocation, tax minimization, a pre-retirement strategy, and a post-retirement strategy.


Decisive Path Fee-Only Planning empowers you to envision your future and make the best financial decisions possible to attain your financial goals and life dreams.


Your financial plan may include, but is not limited to:

  • cash flow statement so you understand where your money is coming from and where it is going
  • net worth statement so that you know what you own and what you owe
  • review of insurance coverage: recommendations to assure appropriate risk management
  • strategic tax planning in order to make the best use of tax deductions and allowances
  • education funding options
  • review of investment accounts, including asset allocation and repositioning recommendations
  • review of retirement accounts
  • one or more retirement scenarios
  • charitable donation planning, such as allocating donations between lifetime gifts and estate gifts
  • estate planning review and recommendations
  • second opinion on a previous financial plan
  • your other goals here!

Detailed investment advice and specific recommendations are provided as part of a financial plan. Since Decisive Path does not maintain discretionary investment management over clients' accounts, implementation of the recommendations is always under your control and discretion. Clients desiring ongoing financial advice should consider the Financial Advisory service.


Comprehensive Financial Planning is a fixed-fee service. The fee ranges between $5,000 and $7,500 depending on the complexity of your situation. After the initial complimentary phone consultation, a contract is drawn up which will reflect the cost for your specific situation.

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