Lamorinda Financial Planning is a Fee-only planning firm.
The cost of a comprehensive life plan can vary depending on its’ complexity. Generally the cost is in the range of $2,500 – $3,500. This includes goal planning and financial analysis to develop the plan.
Your Financial Life Plan may include:
- Net Worth
- Spending Plan
- College Funding Plan
- Current Portfolio Asset Distribution Analysis
- Specific recommendations for Portfolio Asset Allocation and investment selection changes
- Life, Disability, Long-term Care Insurance inventory and needs analysis
- Tax Planning
- Pension Payout Analysis
- Social Security Plan
- Estate Plan
And an overall projected confidence level for meeting your needs, wants, and desires.