Like Us on FacebookService Offerings
| Financial Review | Financial Plan | Wealth Management | |
| Ideal Client | Wants answers to 3 burning issues | Wants to check current financial situation, needs/wants one-time assistance, and is willing to implement recommendations with minimal guidance | Wants/Needs ongoing financial planning support, wants assistance in monitoring progress made over period of time, and ongoing financial coaching |
| Client Value | Answers 3 immediate financial questions | Comprehensive analysis of financial situation at a given snapshot of time | Ongoing review of financial plan, addressing unique situations and coaching |
| Depth of Analysis | Limited to 3 issues | In-depth; 2-3 meetings | In-depth and ongoing |
| Assistance with Execution of Recommendations |
None | Minimal | Extensive |
| Face Time with Advisor | 3 Hours | 2-4 hours each meeting | As needed |
| Follow-up by LFA Advisor | None | Minimal | Extensive |
| Fee Range | $900 | $2,500 – $10,000 | $5,000 – $25,000 annually |
| Renewal | N/A | N/A | Minimum $5,000 annually |
