One-Time Financial Plan - Manuka Financial

ONE-TIME FINANCIAL PLAN

Are you more of the DIY type? Or not looking for
ongoing advice? Then this service is for you.

__________________________

ONE-TIME FINANCIAL PLAN

Are you more of the DIY type? Or not looking for
ongoing advice? Then this service is for you.

__________________________

One-time Comprehensive Financial Plan

For individuals and couples looking for a full, comprehensive financial plan without ongoing guidance. Includes two planning meetings (one for data gathering, one for planning delivery), full analysis of your financial situation, a detailed follow-up email with our recommendations, and follow-up support for 30 days following our last meeting.

TOPICS CAN INCLUDE:

Tax efficient accumulation and withdrawal strategies
Retirement planning
Investment allocation and diversification strategies
Insurance and risk management
Stock option evaluation (RSUs, PSUs, NQOs)

Tax planning
Planning for health care costs
Social Security planning (if nearing retirement)
Employee benefit planning
College planning

Career planning and transitions
Major purchase planning
Legacy and philanthropic planning
Relocation decisions
Other financial questions as they arise

COST

$5,600*
(50% upfront and 50% upon completion)

*Fee may be higher if you have a taxable estate (currently about $13 million for individuals and $26 million for couples at the federal level, although some states have an estate tax with lower thresholds), are an owner of a complex business, require more meetings, have private investments that necessitate additional analysis, have multiple rental properties and/or have a complex financial life.

READY TO GET STARTED?

SCHEDULE A CONSULTATION

READY TO
GET STARTED?

SCHEDULE A CONSULTATION

One-time Comprehensive Financial Plan

TOPICS CAN INCLUDE:

COST

Manuka Financial, LLC

QUICK LINKS

Premium Service. Flat, Fully-Transparent Fees. Exceptional Value.