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The Initial Financial Overview (IFO) is packaged as a two hour review of the Client’s current financial position. It is designed to be an overview of their current situations with projections based on certain assumptions.

Click to download the Initial Financial Overview (IFO) Questionnaire.

The IFO may cover items such as retirement cash flow analysis, education funding and planning, tax planning, insurance analysis, estate planning and investment allocation and planning. The direction of the IFO typically depends on the needs of the Client.
 
The IFO will come with reports outlining the projections and a letter discussing the assumptions, results and recommendations. The fee for the IFO is $775.  If a client utilizes our Asset Management services within 6 months of the IFO, the IFO fee is typically reimbursed to the Client on their first Asset Management invoice.