Wealth Review

Wealth Review

The Wealth Review is specifically designed to address your immediate financial planning concerns and is not comprehensive financial planning.  It is a detailed snapshot of your current situation and provides direction to your financial life.

Typical Wealth Review Topics

  • Are my investments structured according to my goals, risk profile, time horizon, and tax situation?
  • How can I reduce my investment costs?
  • Am I saving enough to retire?
  • What are the best retirement-savings vehicles for me?
  • How can we save for our child's education?
  • Should we open a 529 plan?
  • Should funds for college be in our child's name?
  • How can I develop a spending plan to help me achieve my goals?
  • What type of tax strategies are right for me?
  • Can I amend prior tax returns for missed deductions?

Included in the Wealth Review

  • 8-10 hours of financial planning work by a CFP(R) professional
  • An appointment that answers your two or three most pressing questions or concerns
  • Written Report
  • Proprietary analysis tools and materials
  • Fourteen days of follow-up via email and phone for clarification
  • Application of review fees to year round Wealth Retainer service within 30 days

Not Included in the Wealth Review

  • Implementation Assistance
  • Specific Security Recommendations for portfolios over $200,000
  • Asset Allocation recommendations unless part of the 2-3 questions

Documents typically needed for the review:

  • Copies of the last three years of state and federal tax returns
  • Most recent investment statements (copies)
  • Additional documentation required might include
  • Social Security Statement for retirement planning
  • Pension Statement or projections for retirement planning
  • Household Spending Amounts for retirement planning
  • Estate Documents
  • Trust Documents
  • College Cost Projections

Fee: $1100

Chicago wealth advisor
Chicago Financial Planner

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