One-time Project Overview
$1,500 - $5,000
BASED UPon Complexity
(1/2 DUE UPFRONT, 1/2 AT COMPLETION)
Introductory Meeting
(30 Minutes)
Complimentary meeting to discuss planning objectives, determine fit, gather information, and recommend next steps.
Project Proposal
Review a detailed proposal of your project scope, plan deliverables, and fees. Adjust as necessary.
Getting Organized Meeting
(60 minutes)
Gather required financial documents and clarify details for analysis.
Analysis & Plan Creation
Kardinal Financial develops your plan with detailed analysis, recommendations, and action items.
Plan Delivery Meeting
(90 minutes)
Review your financial plan, discuss action items, and address any follow-up questions.