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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.