OUR FINANCIAL PLANNING PROCESS
Define: Data Collection & Discovery Meeting: We focus on defining your goals, understanding your values & thoroughly analyzing your current financial situation.
Forecast: Quantifies your current financial situation & forecasts where you are financially headed.
Execute: We execute personalized strategies for each of your defined life goals to attain real outcomes.
Results Management: On a continuous basis we evaluate your progress towards your defined goals & update the plan to reflect your evolving needs.
WELCOME TO A NEW LEVEL OF PLANNING
In-Depth Analysis: Quantify where you financially stand today. Clarify your priorities for tomorrow.
Structured Planning: Define your goals, build your roadmap & execute a clear path to success.
Financial Efficiency: By planning ahead you can save less and achieve more.
Real Outcomes: Maximize tax shelters, optimize debt reduction, focus savings, & allocate risk.
Review: potential spending plans side by side.
Analyze: the real impact of home purchase decisions and geographic location.
Compare: loan repayment strategies, buy vs. lease, investment strategies.
Evaluate: retirement savings, investment risk & saving levels.
OUR FINANCIAL PLANNING FEE STRUCTURE
The BattDouglas Financial Group charges $2,500 for comprehensive financial planning. Residents & fellows are offered a discounted rate of $1,750 for comprehensive financial planning. The discounted resident rate applies to residents & fellows that sign up for financial planning services prior to December 31st of their graduating year.
An installment option is available to residents & fellows up to December 31st of their graduation year. The installment option consists of 6 monthly payments of $325.00. Total payments made will equal $1,950.00. Monthly payments must be linked to a checking account and will be electronically deducted for 6 successive months until paid in full.