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| Express Analysis Financial Plan: May include planning for education, retirement and accumulation goals as well as survivorship, disability, long-term care, allocation of assets and estate planning. Express Analysis is goal base-driven. Best Suited For: If you are single or married, typically under age 30 with young children (or planning on children) and you have an interest in mapping out a long term plan to meet your financial objectives. Choose This Plan |
| Comprehensive Analysis Financial Plan: For complex and detailed analysis taking into consideration issues in Express Analysis plus risk tolerance with different goals and different time horizons, allocation of assets incorporating 'Efficient Frontier Theory' and 'Modern Portfolio Theory' vs. risk tolerance including 'Monte Carlo' simulations. Includes financial statements. Comprehensive Analysis is goal base-driven. Best Suited For: If you are single or married, typically 35 years or older, have children (or planning on children), are a homeowner with one or more incomes and have an established savings/retirement plan. The typical person or couple will be best served by this plan style. Choose This Plan |
| Comprehensive Analysis Financial Plan: For complex and detailed analysis taking into consideration issues in Express Analysis plus risk tolerance with different goals and different time horizons, allocation of assets incorporating 'Efficient Frontier Theory' and 'Modern Portfolio Theory' vs. risk tolerance including 'Monte Carlo' simulations. Includes financial statements. Comprehensive Analysis is goal base-driven. Best Suited For: If you are single or married, typically 35 years or older, have children (or planning on children), are a homeowner with one or more incomes and have an established savings/retirement plan. The typical person or couple will be best served by this plan style. Choose This Plan |
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