Financial Planning Workshop
This service delivers a comprehensive investment plan. The investment plan consists of a summary of assets, expenses, timelines, objectives, and matches those with a set of investment options, services and products to meet client needs.
We will spend time to understand your investing experience, your degree of risk aversion, your needs and wants for future income, and any special circumstances relevant to your investments.
We run a Chicago Quantum Net Score analysis for the client in advance of the workshop. If relevant to the discussion, we will present those findings.
This service consists of multiple calls and meetings, document and account reviews, a live workshop to discuss potential strategies and options, time to document, analyze and conclude with an investment strategy. We include time for open discussion and to answer client questions.
By the end of the workshop, and through the development of the investment plan, we have built a better understanding of your situation and found a mix of investment options, including stock portfolios that may be attractive (either long or short).
The client benefits from a better understanding of their financial situation, any gaps between their investments and their investment strategy, and (hopefully) has increased their financial literacy with a trusted service provider.
The workshop portion of the service is intended to be delivered onsite with the client. It can also be spread over two days to accommodate schedules.
This includes up to 15 hours of work from our Investment Advisor Representative over a one-week period.
Periodic reviews and updates will be performed at a client's request at a fixed price of $500 apiece. Expenses are billed separately for all financial planning services.