Occasionally a client does not desire a full plan but instead requires input on a specific financial planning question or two. Custom projects can be arranged to meet your specific needs, such as:
- Getting started on a lifelong financial plan
- Can I afford to ...?
- Education funding options
- 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
- Social Security analysis
- Charitable donation planning, such as allocating donations between lifetime gifts and estate gifts
- Second opinion on a previous financial plan
- Roth conversion analysis
- Required Minimum Distributions
- Sustainable withdrawal amounts
Decisive Path also serves as a partner for understanding and dealing with the financial issues accompanying aging, divorce, and widowhood. This can be arranged on a consulting basis or an ongoing service under Financial Advisory.
Financial Consulting services are available at the rate of $195 per hour, with a two-hour minimum. |