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!)