Comprehensive personal
financial planning
Areas of focus:
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Budget and Cash Flow Analysis and Planning
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Risk Management Assessment and Planning
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Retirement Income and
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Accumulation Strategies
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Investment Planning
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Tax Planning Strategies
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Education Funding
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Real Estate Advising
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Estate Planning
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6-Month Engagement​
Hourly Consultation
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Areas of focus:
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Prospect consultation – non-referral
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Ancillary Services
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Payment in advance
Financial planning for businesses and Entrepreneurs
Areas of focus:​
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Budget and Cash Flow Analysis and Planning
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Tax Planning
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Employee Benefits Planning
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Plan Selection and Administration
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Executive Compensation
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Succession and Exit Planning
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Business Formation Planning
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Risk Management Assessment and Planning
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Capital and Fundraising Planning
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12-Month Engagement
Financial plan monitoring
Areas of focus:
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Continued monitoring of the implementation and effectiveness of a current financial plan completed with First Choice Financial Planning.
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Financial planning issues that occur during a monitoring agreement that were not covered in the current plan may be addressed with an amendment to the monitoring agreement and additional fee.