Comprehensive Financial Planning

We provide a variety of financial planning and consultation services to individuals, families, business owners, and other clientele. Our most popular service is our Comprehensive Financial Plan because it addresses many client questions, provides great value, and outlines a firm direction for our client’s future.

We provide an analysis of the client’s current situation, goals, and objectives, and we deliver sound advice in a face-to-face meeting. Along with the extended plan report, clients receive an abbreviated ‘action item’ checklist that provides clear directions for implementing the plan’s findings. Boone Wealth also offers analysis on maximizing Social Security and/or pension benefits. Please see further details of specific planning topics below.

Our Comprehensive Financial Plan pricing is based upon the scope of work involved and the experienced CFP® practitioner that you work with. Generally, comprehensive plans fall between a $2,000 to $4,500 fee range, with the higher range most often reserved for more complicated situations such as business ownership, multiple real estate properties, complex cash flow situations, or a large number of investment accounts. We advise all planning clients to check with their employer for any incentive programs that may cover a portion or all of the financial planning cost.

Planning includes one or more of the following areas:

  • Personal Goal and Financial Planning
  • Net Worth Analysis
  • Investment Planning
  • Retirement Planning
  • Education Planning
  • Personal Tax Planning
  • Charitable Planning
  • Corporate Structure
  • Real Estate Analysis
  • Mortgage/Debt Analysis
  • Insurance Analysis (including Life, Disability, and Long-Term Care)
  • Estate Planning
  • Analysis on maximizing Social Security and/or pension benefits.
  • Business ownership
  • Multiple real estate properties
  • Complex cash flow situations
  • Large number of investment accounts
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