finAGILE™ Plan

The finAGILE™ Plan helps clients to look into all aspects of life and uncover what is most important to them. Both the immediate challenge that caused them to reach out as well as longer-term goals and dreams that they want to plan for.

Our comprehensive finAGILE™ Plan is an up-front fee with part in advance and the balance upon completion. The second payment may be waived if Continuous finAGILE™ Planning is engaged.

From $2,998 to $10,000 based on the complexity of the family's financial situation.