Financial Profile Check

Magnifying glass held up to a walking path in the Fall.

How confident are you that your assets and accounts are aligned with your estate plan and wishes? Let us help by thoroughly reviewing and identifying any assets that may need attention.

Included Services.

  • Financial Inventory report of all assets, liabilities, and properties.

  • Beneficiary check for all assets to ensure estate plan works according to your wishes.

  • TOD and POD checks on homes, vehicles, and accounts.

  • Red flag report for any assets missing beneficiary designations or requiring an update.

$2,500

For households with less than $1 million outside of their primary residence. Includes one home and two vehicles.

Standard

Premium

$4,500

For households with more than $1 million outside of their primary residence. Includes up to two homes and unlimited vehicles.

Property Add-ons.

  • Each additional home: $150

  • Each additional vehicle: $50

Schedule a 20-minute introduction.

We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.