Comprehensive Financial Planning
This financial service from GC Financial Advisors Ltd. provides a complete overview of the financial matters most important to you. While focused on investment and cash flow management, it also encompasses a broad spectrum of other financial considerations including:
- College planning
- Retirement planning
- Estate planning
- Tax and other considerations
Our financial planning, serving the Chicago metropolitan area, results in a comprehensive report customized with your financial information and goals. It includes “what if” scenarios and helps you recognize and understand the various trade-offs that exist in prioritizing certain goals over others. The plan provides a financial road map that shows where you stand and how to progress toward achievement of your financial goals.
This service typically requires 18-30 hours of discussion and analysis and report preparation. The cost of a comprehensive financial plan is typically between $1800 and $3500, including a follow up meeting 3-6 months after plan delivery.
Please feel free to contact us at any time and we'll be happy to address any questions or concerns that you may have regarding your financial health.