GoalCheck Financial Plan
GoalCheck™ financial planning service is designed for clients who desire a specialized financial plan primarily focused on one issue or goal. For example, you might need a plan specifically focused on your college funding strategy, insurance coverage analysis, retirement planning for those who more than 10 years out from retirement, or other unique planning requirement.
If you choose our GoalCheck™, we first work with you to thoroughly understand your need. Then we do the necessary analysis and research and create a customized financial plan.
GoalCheck™ Fee Schedule:
The monthly flat fee for GoalCheck varies depending on the scope and complexity of the financial plan. Our fee for GoalCheck ranges from $42 to $125 per month.
The average GoalCheck™ plan costs around $83 per month, but plans can cost up to $250 per month, if warranted by the complexity and time needed to complete the plan. We submit a quote to you for approval before initiating the plan.