Comprehensive Financial Plan

A Comprehensive Financial Plan is the total package.  We will review in detail every aspect of your financial life, from retirement savings and college savings to insurance coverage, cash-flow and savings assessment and analysis, debt management, tax planning, real-estate, and specific investment advice.

This includes all the benefits of Social Security Planning, Retirement Portfolio Review, Basic and Advanced Retirement Plans, and any or all of the following as applicable:

A comprehensive financial plan may include any or all of the the following areas:

  • Financial Goal Setting
  • Family Balance Sheet and Cash-Flow analyses and discussion of various measures of family financial health
  • Income Tax Planning
  • Education Funding Planning (college savings, 529s, other savings, college costs and savings projections)
  • Major Purchase, Liquidation and Cash-Flow planning
  • Retirement Planning
  • Investment Risk Tolerance 
  • Risk analysis and survivorship planning
  • Comprehensive Investment Review and detailed recommendations — both within retirement plans as well as for non-retirement goals
  • Insurance needs analysis
  • Estate planning (review beneficiary designations, optimizations for gifting, estate tax planning)
  • (advanced) Stock Option, Restricted Corporate Stock, Deferred Compensation planning

A comprehensive financial planning engagement will generally include:

  • four meetings (data gathering and discussion, draft plan delivery, final plan delivery, progress review)
  • written plan documents with detailed discussion, specific recommendations, graphs and illustrations as appropriate
  • follow-up e-mail and phone coverage as needed for six months after final plan delivery (in-person progress review meeting typically takes place during this period)
  • 1 year of full access to and use of the Personal Financial Dashboard system

Meyers Wealth Management, where our goal is to help you achieve your goals
550 Hamilton Ave, Ste 210 • Palo Alto, California 94301 • • 1-800-993-2994
DisclosurePrivacyResourcesSitemap • Open For Service • Contact Us 
© David S. Meyers, CFP® 2014