Planning Process
Complimentary Introductory Meeting
- Overview of goals and financial status
- Overview of MAC Advisors financial planning process
- Answer all questions
- Decide whether to proceed with planning:
- $500 planning fee, one time, after process is complete, OR
- Begin retainer program (.25% of non-home net worth annually, paid monthly by ACH, $500/year minimum)
One week later- Data Gathering Meeting
- Review client completed planning profile, most recent tax return, estate planning documents and investment statements
- Complete Riskalyze questionnaire
Two weeks later - Plan Review and Solutions Meeting
- Review all plan entries and assumptions and adjust as needed
- Review goal projections and what if scenarios
- Discuss high level strategies
One week later- Implementation Meeting
- Review and discuss all recommended strategies and adjustments
- Implement all agreed upon recommendations
- Receive printed plan and recommendations
- Discuss one time fee or retainer program
- Schedule 2nd Implementation Meeting, if needed, or schedule first 6 mo. update meeting
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