During or shortly after a Visualize meeting Envision will determine your price and the number of meetings your plan is expected to take. Our pricing is based on complexity. Elements can include, marital status, number of incomes, age, dependent children, Citizenship, etc. Pricing often is $2400 to $12,000 for the initial plan. We convert that into a per meeting price by dividing the fee by the number of meetings. For example, $2400 divided by 3 meetings is $800 per meeting. A $12,000 fee and 6 meetings would be $2000 per meeting. If additional meetings are required, there will be an additional fee, most often at the calculated per meeting fee.Once the agreement is signed, we move forward to the Analyze meeting, During this meeting then look to see if you are on track to your financial goals based on your current actions. As you may assume, most of our clients do not find themselves on track and require some change either in the amount they're saving, returns they're achieving or time frame for when they want to hit their individual goals. Our initial plan is delivered during an Analyze meeting. We typically show a number of options that could deliver your desired outcome. After determining what trade-offs are right for you, we then see if we can Optimize things further through tax planning or maximizing pensions and Social Security. Once the initial plan is determined, we then move on to the Modernize Phase or what could be referred to as subscription-based financial planning.
