{"id":12175,"date":"2020-08-17T06:23:21","date_gmt":"2020-08-17T06:23:21","guid":{"rendered":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/?page_id=12175"},"modified":"2023-11-14T16:46:27","modified_gmt":"2023-11-14T16:46:27","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"

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src=”https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-content\/uploads\/sites\/41\/2020\/05\/qPbe4t-g.png” url=”https:\/\/winvestmentsco.com\/” disabled_on=”off||” _builder_version=”4.7.7″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ width_tablet=”50%” width_last_edited=”on|desktop” z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” background_color_gradient_stops=”#2b87da 0%|#29c4a9 100%” \/][\/et_pb_column][et_pb_column type=”3_4″ global_parent=”12386″ _builder_version=”3.0.47″ custom_padding=”|||” custom_padding__hover=”|||” background_color_gradient_stops=”#2b87da 0%|#29c4a9 100%”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ disabled_on=”|on|on” _builder_version=”4.9.7″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_margin=”0px||0px|” custom_padding=”0px||0px|” hover_enabled=”0″ box_shadow_horizontal_tablet=”0px” 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Financial Planning Packages<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”Table-new” _builder_version=”4.23.1″ text_text_shadow_horizontal_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength=”text_text_shadow_style,%91object Object%93″ text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength=”link_text_shadow_style,%91object Object%93″ link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength=”header_text_shadow_style,%91object Object%93″ header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ background_pattern_color=”rgba(0,0,0,0.2)” background_mask_color=”#ffffff” module_class=”table_financial” disabled=”off” disabled_on=”off|off|off” saved_tabs=”all”]<\/p>\n

Check out our full suite of financial planning services on the next page!<\/p>\n\n\n\n\n\n\n
\n

Gear<\/strong><\/p>\n

Ideal for individuals and families that are looking for a snapshot at their progress towards retirement.\n<\/p>\n<\/td>\n

\n

Basecamp<\/strong><\/p>\n

Ideal for individuals and families that are looking for a base level plan to organize their financials and plan for their future.\n<\/p>\n<\/td>\n

\n

Ridgeline<\/strong><\/p>\n

Ideal for individuals and families that wish to preserve and manage their wealth during peak earning years.<\/p>\n<\/td>\n<\/tr>\n

Hours<\/b>: 2+
Initial Meetings<\/b>: 1
Engagement<\/b>: 3 Months<\/td>\n		Hours<\/b>: 3+
Initial Meetings<\/b>: 2
Engagement<\/b>: 6 Months<\/td>\n		Hours<\/b>: 6+
Initial Meetings<\/b>: 2-5
Engagement<\/b>: 8 Months<\/td>\n<\/tr>\n
\n

Areas of Analysis<\/b>:<\/p>\n

    \n
  • Cash Flow Forecast<\/li>\n
  • Net Worth Statement<\/li>\n
  • Investment Analysis<\/li>\n
  • Retirement Planning<\/li>\n<\/ul>\n

    Benefits & Deliverables:<\/strong><\/p>\n

      \n
    • PDF or Printed Financial Plan<\/li>\n
    • Personalized Recommendations<\/li>\n
    • Prioritized List of Action Items<\/li>\n<\/ul>\n<\/td>\n
\n

Gear Plus<\/u><\/b>:<\/p>\n

    \n
  • Retirement Healthcare Planning<\/li>\n
  • Social Security Analysis<\/li>\n
  • Debt Analysis & Consolidation<\/li>\n
  • Education Planning<\/li>\n
  • Life, Disability, & LTC Review<\/li>\n
  • Beneficiary Checklist<\/li>\n<\/ul>\n

    Benefits & Deliverables:<\/strong><\/p>\n

      \n
    • Account Aggregation & Document Storage via Online Financial Portal<\/li>\n
    • Real Time Plan & Account Data<\/li>\n<\/ul>\n<\/td>\n
\n

Basecamp Plus<\/u><\/b><\/p>\n

    \n
  • Major Purchase Evaluations<\/li>\n
  • Advanced Retirement Strategies<\/li>\n
  • Multiple Goal Analysis<\/li>\n
  • Employee Benefits Review<\/li>\n
  • Advanced Insurance Review<\/li>\n
  • Tax Diversification Review<\/li>\n
  • Estate Education<\/li>\n<\/ul>\n

    Benefits & Deliverables:<\/strong><\/p>\n

      \n
    • Advanced Deliverables in Coordination with Third-Party Providers<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Initial Plan<\/b>: $450<\/td>\nInitial Plan<\/b>: $900<\/td>\nInitial Plan<\/b>: $1,750<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n
Hourly Consulting & Plan Maintenance<\/th>\nLooking for Something Else?<\/th>\n<\/tr>\n
We offer hourly financial consulting on financial planning services unlisted at the package level starting at $250\/hour. Ongoing plan maintenance is offered at $250\/hour depending on updates needed.<\/td>\nAsk us about our Summit package! Summit is a bespoke financial planning package that include customized analysis and deliverables for complex situations. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*All financial plans expire after two years if not renewed. Renewal costs may be reassessed for circumstantial events that require additional time and analysis.<\/p>\n

 <\/p>\n

Financial Planning Services<\/h2>\n\n\n\n\n
\n

Services included in packages above are marked with a (G), (B), or (R). Services without a mark are at an additional cost. <\/p>\n

\n

Investment<\/strong><\/p>\n

    \n
  • (G)<\/span> Asset Allocation Selection<\/li>\n
  • (B)<\/span> Annual Portfolio Review<\/li>\n
  • (B)<\/span> Ongoing Risk Tolerance Monitoring<\/li>\n
  • Dollar Cost Averaging<\/li>\n
  • Product Research & Strategies<\/li>\n<\/ul>\n<\/td>\n
\n

Ongoing Services (B & R)<\/strong><\/p>\n

    \n
  • \n
      \n
    • Account Aggregation<\/li>\n
    • Ongoing Plan Updates<\/li>\n
    • Life Event Navigation<\/li>\n
    • Progress Reporting<\/li>\n
    • Document Storage<\/li>\n
    • Task Tracker<\/li>\n
    • Implementation Assistance<\/li>\n
    • Financial Concept Education<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

      Requires planning engagement. Ongoing services included for all packages.<\/em><\/p>\n<\/td>\n

\n

Personal Wealth<\/strong><\/p>\n

    \n
  • (G)<\/span> Cash Flow Projections<\/li>\n
  • (G)<\/span> Net Worth Statement<\/li>\n
  • (G)<\/span> Goal Prioritization & Accountability<\/li>\n
  • (B)<\/span> Debt Management<\/li>\n
  • (R)<\/span> Major Purchases<\/li>\n
  • (R)<\/span> Financing & Funding<\/li>\n
  • Lifestyle Changes<\/li>\n
  • Refinance Scenarios<\/li>\n
  • Expense Management<\/li>\n
  • Savings Strategies<\/li>\n
  • What-if Scenarios<\/li>\n
  • Real Estate Analysis<\/li>\n<\/ul>\n<\/td>\n
\n

Retirement<\/strong><\/p>\n

    \n
  • (G)<\/span> Retirement Needs & Funding Analysis<\/li>\n
  • (B)<\/span> Retirement Healthcare<\/li>\n
  • (B)<\/span> Savings Strategies<\/li>\n
  • (B)<\/span> Rollover Options<\/li>\n
  • (B)<\/span> Stress Testing<\/li>\n
  • (B)<\/span> Social Security<\/li>\n
  • (R)<\/span> Income Management<\/li>\n
  • (R)<\/span> Employee Benefits<\/li>\n
  • Employer vs. Self-Directed Plans<\/li>\n<\/ul>\n<\/td>\n
\n

Tax1<\/sup><\/strong><\/p>\n

    \n
  • (R)<\/span> Roth Conversions<\/li>\n
  • (R)<\/span> Tax Diversification Strategies<\/li>\n
  • (R)<\/span> RMD Strategies<\/li>\n
  • Cost Basis Review\/Analysis<\/li>\n
  • QCDs<\/li>\n
  • Tax-Managed Investing<\/li>\n
  • Tax Loss Harvesting<\/li>\n
  • Retirement & HSA Contributions<\/li>\n
  • Employee Stock Options<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\n

Risk<\/strong><\/p>\n

    \n
  • (B)<\/span> Life, Disability, & Long-term Care<\/li>\n
  • (B)<\/span> Insurance Education<\/li>\n
  • (R)<\/span> Existing Policy Review<\/li>\n
  • (R)<\/span> Survivorship Income<\/li>\n
  • (R)<\/span> Property, Casualty, & Liability Insurance Review<\/li>\n<\/ul>\n<\/td>\n
\n

Estate1<\/sup><\/strong><\/p>\n

    \n
  • (B)<\/span> Beneficiary Checklist<\/li>\n
  • (R)<\/span> Estate Education<\/li>\n
  • Estate Liquidity<\/li>\n
  • Family Wealth Planning & Education<\/li>\n
  • Asset Titling<\/li>\n
  • Gifting Strategies<\/li>\n
  • Wealth Transfer Scenarios<\/li>\n
  • Special Needs Planning<\/li>\n<\/ul>\n<\/td>\n
\n

Education<\/strong><\/p>\n

    \n
  • (B)<\/span> College Costs<\/li>\n
  • (B)<\/span> Inflation Analysis<\/li>\n
  • (B)<\/span> Funding & Contribution Strategies<\/li>\n
  • (B)<\/span> Student Loan Analysis<\/li>\n
  • Parent vs. Student Loans<\/li>\n
  • Expected Family Contribution<\/li>\n
  • Ownership of Assets<\/li>\n<\/ul>\n<\/td>\n
\n

Business<\/strong><\/p>\n

    \n
  • Employee Benefits Packages<\/li>\n
  • Retirement Plan Options<\/li>\n
  • Cash Flow Analysis<\/li>\n
  • Cash Management<\/li>\n
  • Entity Structuring<\/li>\n
  • Business & Family Transfer Techniques<\/li>\n<\/ul>\n<\/td>\n
\n

Executive<\/strong><\/p>\n

    \n
  • Stock Option Analysis<\/li>\n
  • Tax Efficient Exercise & Vesting Strategies<\/li>\n
  • NUA Strategies<\/li>\n
  • Risk Concentration Strategies<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    1<\/sup> We do not provide tax or legal advice or services<\/p>\n

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