Comprehensive Financial Plan or Selected Topics
Clients can choose to have a comprehensive financial plan or focus on a particular area. An initial conversation is free of charge and will be treated as an exploratory discussion to determine the extent to which financial planning services may be beneficial to the client. Financial planning services are billed on an hourly basis and the total fee is dependent upon the extent of which financial planning services are provided.
A Financial Plan can cover the following areas:
- Retirement planning
- Social Security strategies
- Planning for education costs
- Investment portfolio asset allocation and mutual fund/ETF recommendations
- Personal budgeting and cash flow review
- Risk management analysis: life insurance, property and liability protection
COMPLIANCE DISCLOSURE: All written content on this site is for information purposes only. Opinions expressed herein are solely those of the owner and principal of Mitchell Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-Only financial planning and investment advisory services are offered by Mitchell Financial Planning, a registered investment adviser in the state of California. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the state of California or where otherwise legally permitted.
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