Broker Check

Planning Process

A Comprehensive Approach

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

Get in Touch

Have a Question?

Thank you!