The Journey of Financial Planning
Financial planning is not intended to be a one-time event. It’s a dynamic, evolving process which is updated and amended to mirror and track the changes in our lives. At Silvis Financial® , we want to partner with you on this journey and be your guide as you navigate both the blessings and the challenges in your life. Your life is your story. Let’s create a plan that can help you live it on your terms and partner together in the process of helping you walk it out.
What can I expect?
I’ve designed the financial planning engagements to be 12 months long. A customized financial plan is created for you in the first year based on your vision for your life prior to and during retirement. You can see an outline of the meetings in the first year of the planning process HERE.
In the second year and beyond, we will continue to refine and optimize the plan based on the changes in your life and your plans for the future. You can see a list of the items that we review and update as part of the planning process HERE.
Comprehensive Financial Planning
Base Package
Pricing
Starts at $3,000 per year for individuals
Starts at $3,600 per year for couples
+
One time onboarding fee of $1,500
Package Includes
- Cash Flow Management and Optimization
- Retirement Planning
- Investment Planning (additional fees may apply)
- Personal Financial Planning Portal
- Insurance Planning
- Education Planning
- Estate Planning
- Tax Planning
- Unlimited Phone and Email Support
Best for individuals and couples who are ready partner with an advisor to help determine the steps needed to achieve their financial goals and objectives along with guiding them through how to make their vision a reality
Comprehensive Financial Planning
Executive Package
Pricing
Starts at $5,000 per year for individuals
Starts at $6,000 per year for couples
+
One time onboarding fee of $1,500
Package Includes
- Everything in the Base Package
- Tax Return Review and Analysis
- RSU and Stock Options Analysis and Planning
- Tax Efficient Retirement Withdrawal Strategies
- Charitable Giving Strategies
- CPA and Estate Attorney Coordination
Best for individuals or couples who require unique guidance in navigating more complex financial matters such as executive compensation and wealth transfers or legacy planning
Small Business Owner Planning Package
Pricing
Starts at $9,000 for business owners
+
One time onboarding fee of $1,500
Package Includes
- Everything in the Executive Package
- Business Financial Risk Assessment
- Evaluation of Business Equity Needed for Retirement
- Review of Business Retirement Plan Options
- Strategies for Maximizing the Transferable Value of the Business
- Review of Business Transition or Exit Options
This package is exclusively designed for small business owners. We'll take a holistic view of your business, personal and financial life and create a plan that integrates the vision and goals of all three.