FINANCIAL REVIEW
Good for you if yoU:
ARE A DIY'er (do it yourself) on your finances but you or someone you care about would like to get an objective opinion.
can handle implementing the advice on your own.
want an action list around particular areas of your finances before deciding on another level of service.
Want an analysis, outside opinion, or assessment on select areas of your finances.
KEY BENEFIT: validation
Fee:
$1,200 for a couple
$950 for single
WITH PLANWELL GUIDANCE YOU'LL GET FIDUCIARY ADVICE with an action list, 2-3 meetings LASTING 1-2 HOURS EACH.