Other Planning Available at Schreiner Financial Solutions
 
Not everyone needs or wants our extremely comprehensive full retainer planning. For those with smaller financial issues (i.e. recent graduates, newlyweds, retirement plan changes) we have both hourly planning and project planning available.
 
Hourly Planning
We will work with you on any financial or tax questions of your choosing. Our hourly rate is $150 per hour.
 
Financial Tune-Up
The Financial Tune-Up involves one client meeting lasting approximately two hours. It is specifically designed to answer your fiancial questions and help you make financial decisions. If you have a busy schedule or are interested in just a small amount of professional assistance, this is a great way to ensure that you are financially "on track." You can include any two of the following subjects for review:
  • Portfolio Analysis*
  • 401(k) investment choice analysis*
      • *up to 10 funds analyzed
  • Asset Allocation
  • Investment Recommendations
  • Tax Planning
  • Budgeting
  • Goal Setting

Included in this tune-up are two to three hours of advisor preparation, two hours of meeting time with your advisor, specific written recommendations and analysis, and follow up phone calls and/or e-mail assistance with implementation. Financial Tune-Ups are $750.

 
619.463.PLAN (7526)
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