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Our BASIC service is based on
complexity, which we translate into time. In all cases our time will be
estimated, and a maximum price will be determined and quoted in advance.
We
validate the
plan design, or
identify benefits of
using one
strategy over
another.
If appropriate,
we also examine
the effects of
receiving a
lower
rate-of-return
asset (bank CDs),
to see if the
client can
still achieve
their
objectives.
It
often helps a
client to know that
he doesn't need
to accept more risk
in order to
achieve his
objectives, and should he
choose a more
conservative
approach in the
future, he can
easily do
so. If
this information
is provided, it
places more
responsibility
on the client
for accepting
his current or
recommended
level of risk.
INTERMEDIATE
As above, plus
if appropriate,
we can model the
effects of a
substantial
"Bear"
market on the
financial plan,
which may help
the client
better
understand his
ability to
accept a
particular level of market
risk. We
also provide brief detail on
specific areas
we feel should
be covered in
the plan. Our objective is
to help you with plan
organization,
and provide draft notes
for your written
report. We
can also include
any of the
specific report
options
listed below
COMPREHENSIVE
The above, plus
a full written
report including
the balance
sheet option
indicated below,
and other
reports required
under the
circumstances.
A completed
report will be
sent to you
ready for
presentation, on
your
letterhead, if
supplied.
OTHER REPORT
OPTIONS
BALANCE SHEET
We can provide a
current balance
sheet, a listing
of assets
recommended for
repositioning
(with cost
basis), the
recommended
repositioning,
and an after-repositioning
balance
sheet. We
also show the
before and after
asset allocation in a
pie chart
comparison.
STOCK OPTIONS
Stock options programs
are unique,
and will require a cost estimate.
EDUCATION
BUDGETING
We
project
different
assumptions for
grade school,
middle school,
high school and
college expenses,
to suit your plans.
We also provide a
report for each
child
individually,
and/or
integrate all
students so the
timing of cash
flows for all siblings may be
funded from one
account.
This service may appeal to you
as a core element
to your financial planning
practice, or
just to help prepare the occasional financial plan for your
clients.
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