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Financial Planning

We conduct a one-time, in-depth evaluation of your current financial situation.  This can include, but is not limited to retirement, estate, and education planning; tax analysis; a review of investment accounts; and a cash flow and net worth statement.  We do not monitor the investments made as a result of a financial plan unless you hire us for a separate service.

Questionnaire

We provide a questionnaire to gather more specifics about your goals and values, current financial situation, and risk tolerance. We spend time with you reviewing your answers to conduct an accurate analysis.

Recommending a Plan

Based on your objectives, we create a one-time written financial plan for your consideration.

Implementing the Plan

You have the decision as what to do with our financial plan and are under no obligation for our other advisory services.

How do I pay for a Financial Plan?

How do I pay for a Financial Plan?

Fees are negotiable, based hourly, and are payable to Agnello Financial Group, Inc.



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