
Comprehensive Financial Plan
Estimated time: 12 to 17 hours

Comprehensive Financial Plan without Retirement Plan
Estimated time: 10 to 14 hours

Investment Plan
Estimated time: 8 to 12 hours

Retirement Plan
Estimated time: 3 to 5 hours

Investment Review
Estimated time: 2 to 4 hours

Financial Review
Estimated time: 3 to 5 hours

Financial Consulting
Estimated time: 2+ hours (it’s up to you!)