Flat Transparent Fees

COMPREHENSIVE FINANCIAL PLANNING

$2,000 - $3,000*

Stop worrying about your financial life! 

Engage with a financial professional to receive the unbiased advice and guidance you need.  

This comprehensive plan includes, but is not limited to:

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• Finding your 'Why?' exercises

  • Goal development

  • Financial Perspectives survey​

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• Current state of finances analysis

  • Net Worth

  • Cash Flow

  • Emergency Fund

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• Debt Management

  • Student Loans

  • Credit Cards

  • Auto Loans

  • Mortgage

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• Investment Analysis

  • Risk Tolerance Profile​

  • Asset Allocation

  • Fee Analysis

  • Investor Behavior Education

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• Retirement Planning

  • Probability of Success​

  • Social Security & Medicare

  • Plan Stress Testing

  • Detailed Cash Flow Projections

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• Insurance Analysis

  • Life ​

  • Disability

  • Long-term Care

  • Property & Casualty

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• Education Planning

  • College Funding Analysis​

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• Tax Planning

  • Traditional vs Roth IRA Analysis​

  • Withdrawal Strategies

  • Upcoming Tax Return Projections

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• Estate Planning

  • Checklist of Important Documents

  • Beneficiary Tracking

  • Estate Projection

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• Other Services

  • Major Purchase Advice

  • Employee Benefit Optimization

  • Budget Training

  • Credit Analysis ​​

*Fees may vary.  Contact Rooted Interest for a direct quote.  See ADV Part 2 for more details.