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What is Comprehensive Planning

What is Fee-Only Planning?

Type of Planning

 College Expenses
 Estate and Wills
 Retirement
 General
 Small Business
 Taxes
 401(k) and IRA Plans

Type of Investment

 Equities (stocks)
 Bonds
 General
 International
 Mutual Funds
 REIT
 Other

Type of Insurance

 Disability Insurance
 Health
 Life Insurance
 Long-term Care Insurance
 Other

Women and Financial Planning

Family Issues

 Divorce
 General
 Non-Traditional

Asset Allocation

Employment Status/Employment Horizon

 Early in Career
 Mid-Career
 Near-retirement
 Retirement

Other