Issue-Based Financial Review

Starting at $750 

Designed for a defined financial question that requires structured analysis.

Example

Decision:

If we move to assisted living, how long is it financially sustainable?

To answer that, we evaluate:

• Income and recurring expenses

• Withdrawal structure and tax impact

• How long-term care insurance coverage applies, when benefits trigger, and how reimbursements and claims affect cash flow

• Inflation and longevity assumptions

• What remains available for the healthy spouse

You leave knowing the timeline — not guessing.

Includes:

• Structured financial analysis

• Scenario comparisons

• Written findings

• Two follow-up meetings to address questions