FAQ – CUSTOM PLANNING SERVICES
FAQ – CUSTOM PLANNING SERVICES
Custom planning services are typically focused on only a few planning topics or a specific situation. Some examples might be what should an employee do when they receive stock grants from their company? What investments should they choose in their 401k? What implications does selling a business have on long-term goals? Compare these focused examples to a comprehensive financial plan that covers a wide range of topics and includes a more broad analysis.
Since these planning services are more focused, the cost is hard to predict. The cost depends significantly on the complexity of the work and analysis and, therefore, could be more or less expensive than a comprehensive financial plan. Tassel Capital can provide a personalized fee proposal after a consultation.
We do not sell any products, even if we may recommend them. We have trusted referral sources that can provide these products or services to our clients. You may also have existing relationships you can go to for the actual purchase of the products or services, like an insurance agent for an umbrella liability policy or an attorney to draft estate documents.