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What is Considered Wealthy in New York State? [Average Net Worth]
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Comprehensive Financial Planning Service
Goal-focused financial plans that bring clarity and confidence.
Let's TalkEnvision Your Financial Future
Imagine a future where every financial decision you make is guided by a clear, cohesive plan.
We help you turn this vision into reality with comprehensive financial planning that grows and evolves with you.
Your financial plan is the cornerstone of your financial journey, bringing together all aspects of your financial life; investments, savings, estate planning, tax strategies, insurance, and more.
Our goal-focused approach ensures that each element of your plan works in harmony, providing you with clarity and confidence in your financial decisions.
Data-Driven, Comprehensive Financial Planning
Our financial planning services go beyond traditional advice to provide a holistic, data-driven strategy that integrates every aspect of your personal circumstances.
Leveraging modern planning tools and over 20 years of industry experience, we develop a
comprehensive financial plan that is adaptable to life’s inevitable changes.
- Expert Financial Advisor
- Income, Asset, & Net Worth Review
- Portfolio Benchmarking
- Risk Tolerance Assessment
- Budget Assessment
- Debt & Liability Review
- Expense Review
- 3 Planning Sessions
- Financial Statement Analysis
- Identification of Goals, Objectives, and Time Horizon
- Goal Cost Assessment
- Cash Flow Analysis & Forecasting
- Analysis of Debt Impact
- Actionable Plan & Investment Strategy
- Actionable Plan & Investment Strategy
- Existing Account & Portfolio Review
- Life Event Planning
- Emergency Fund Assessment
- Personalized Savings Plan
- Debt Repayment Strategy
- Spending Insights
Personalized Financial Planning
Your unique financial needs and goals shape your personalized plan. Our holistic approach ensures that your specific circumstances and aspirations are integrated into a cohesive strategy made just for you.
Wealth Enhancing Investment Strategy
A well-structured investment strategy is crucial for the success of your comprehensive financial plan. Our service includes a tailored investment strategy designed to help you reach your financial goals.
Portfolio Visualization & Analysis
Personalized Asset Allocation
Existing Investments Review & Integration
Portfolio Rebalancing Strategy
FinTech Leveraged Planning
Each plan is developed using use-case specific technology. These tools provide real-time insights and streamline decision-making, ensuring you stay informed and proactive.
- MoneyGuidePro
- Yodlee Account Aggregation
- YCharts Portfolio Visualization
- Morningstar Risk Profiling
- Secure Document Vault
Financial Empowerment Toolkit
Clients receive our Financial Empowerment Toolkit with their comprehensive financial plan. It includes essential tools and resources that will help you take control of your financial future with confidence.
- Goal-Setting Worksheet
- Necessary Documents Checklist
- Personal Financial Statement Template
- Risk Tolerance Assessment
- How to Quickly Gather Financial Documents
- Budget Planning Template
- Debt Payment Tracker
- …and more!
Premier Client Support
Comprehensive financial planning clients receive helpful support with a dedicated advisor, multiple communication channels, and post-plan delivery assistance, ensuring you’re never left with unanswered questions.
Dedicated Financial Advisor
Assignment of a dedicated advisor to provide personalized attention and support throughout your financial planning journey.
Meeting Options
Online meetings (in-person meetings for local customers).
Communication Channels
Support available via phone or email with a 24-hour response time (Monday through Friday, 9am-5pm EST).
Post-Plan Delivery Support
30-day support period following the delivery of your financial plan for any additional questions or adjustments.
Comprehensive Financial Plan Pricing
Our plans cost 1.5% of your annual household income. There is a minimum fee of $3,750. Example plan costs based on household income:
Annual Household Income
- $100,000
- $200,000
- $400,000
- $700,000
- $1,000,000
- $2,500,000
Financial Planning Fee
- $3,750
- $3,750
- $6,000
- $10,500
- $15,000
- $37,500
Why Choose Investment Insight
Selecting the right advisor is crucial to achieving your financial goals. Our expert-led planning, backed by over 20 years of industry experience and advanced tools, give you the confidence to make informed decisions.
With Investment Insight, you’ll benefit from:
Expert-Led Financial Planning
Holistic Financial Analysis
Educational Resources
20 Years of Experience
Advanced Planning Tools
Premier Client Support
Financial Planning FAQ
Find answers to common questions about our planning services. If you have further questions, please contact us.
What is Comprehensive Financial Planning?
Comprehensive financial planning is a holistic approach to managing your finances, covering budgeting, investments, retirement, insurance, taxes, and estate planning to achieve long-term financial goals.
What is covered in financial planning services?
Financial planning services typically include goal setting, cash flow management, investment advice, retirement planning, tax strategies, risk management, and estate planning.
How much should I pay for a financial plan?
Costs vary but generally range from $1,000 to $3,000 for a one-time plan or 1-2% of assets under management for ongoing services.
How often should I update my financial plan?
You should review and update your financial plan annually or after major life changes, such as marriage, job change, or buying a home.
Do I need a financial advisor for financial planning?
While not required, a financial advisor can provide expertise, accountability, and personalized guidance to help you make informed decisions.
What are the benefits of working with a Registered Investment Adviser (RIA)?
RIAs are fiduciaries, meaning they are legally required to act in your best interest. They provide personalized, objective advice and have a transparent fee structure.
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