Financial Planning
Become more organized and prepared to work toward your financial goals through a Financial Planning engagement for a flat fee, including but not limited to:
- Monthly tips and advice
- Quarterly newsletters
- Website resources
Financial Planning
- Net worth
- Cash flow/budgeting
- Goal definition
- Retirement planning
- Retirement Income planning
- Social Security optimization
- College saving & planning
- Tax planning
- Insurance review & planning
- Estate review & planning
- Employee/Executive benefits planning
- Charitable giving
Financial Solutions
- Risk tolerance assessment
Odyssey’s Personal Planning process includes financial planning as a complimentary service when portfolio management fees exist. Your financial plans are monitored and updated periodically to track your progress and/or to reflect changes in your goals and life circumstances.