Are you looking to develop a one-time Comprehensive Financial Plan for yourself and your family? This service covers all major financial planning topics and usually takes 8-12 weeks to complete, depending on client availability.

Comprehensive Financial Planning includes:

  • Goal setting

  • Net worth statement

  • Cash Flow Statement (Spending Plan)

  • Tax planning (End of Year Tax Planning Review)

  • Debt management (Student Loan & Consumer Debt)

  • College planning

  • Investments

  • Insurance (Life and Disability)

  • Employee Benefits

  • Business planning

Our Comprehensive Financial Plans start at $3,400.

After the development of the Comprehensive Financial Plan, many clients choose to retain our services for the implementation of every aspect of the plan, as well as for ongoing support and revisions. Outside The Box Certified Financial Planners work with clients in Niles, Park Ridge, Glenview, Northbrook, Prospect Heights, Mount Prospect, Arlington Heights, Morton Grove, Highland Park, Fort Sheridan, Lake Forest, Deerfield, Bannockburn, Riverwoods, Lincolnshire, Buffalo Grove, and Vernon Hills.

Our annual retainer starts at $3,400 per year, billed monthly. Below is a sample service calendar.