Choose from Two Options
- $29 for consultation with financial stress test ($100 value)
- $275 for consultation with financial plan creation ($1,000 value)
During financial plan creation, a professional helps clients assess their current financial standing and creates a personalized plan that seeks to optimize cash flow, outlines ideas for the management of investment portfolios, and more. Clients receive a digital and hard copy of this plan.
The financial stress test evaluates clients' current portfolios to determine how prepared they are for seven pre-determined economic scenarios that have a chance of occurring in the future.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC