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Self-Starter Program
Comprehensive Financial Plan
We realize that our Retainer Program does not suit the needs of all of our clients.
Those who desire a comprehensive plan but are willing to participate more fully in
the data gathering and implementation may choose the Self-Starter Program.
A Typical Engagement
- Before the Initial Meeting - Clients are asked to complete a detailed questionnaire.
- Initial Meeting - This usually lasts 2 hours. The initial questionnaire is reviewed, client goals are reviewed, clients are given a list of additional data that is required and are asked to complete risk tolerance questionnaires. Under this program, we will rely entirely on information provided by the client and, in most cases, will not review many of the source documents.
- Between Meetings - Fraser Financial will prepare a plan that includes a current balance sheet, cash flow statement, goals funding, investment risk tolerance assessment and proposed asset allocation, tax planning suggestions, estate planning review, insurance review and any other items requested by the client.
- Second Meeting -- Fraser Financial will present the overall plan to the client with a discussion of recommendations and various alternatives. The goals funding portion of the plan will be available on the Internet for the client to do their own "what if" scenarios for a period of 6 months.
- Phone Support - Clients will receive phone support for a period of one month commencing with the second meeting. During this period, we will be happy to provide guidance and answer questions as the clients implement their plan.
Fees for the Self Starter Plan
- Typical Fee Range-$1,000 to $2,500
Self Starter clients will be quoted a fee at the end of the initial meeting. Fees will be
paid 50% at the initial meeting and 50% upon presentation of the plan. The first 30 minutes of this intial meeting will be at "no charge".
An hourly fee for
the additional time will apply if they decide not to work with Fraser Financial. Typically,
this engagement will last between 1 and 2 months but this largely depends on the delivery of
requested information. Self Starter clients may upgrade to Retainer Services at any time during
the first 12 months and all fees paid to date will apply to their annual retainer fee.
© Fraser Financial, All Rights Reserved
Fraser Financial
1873 Volberg Street NW
Atlanta, Georgia 30318
Phone: 404-351-6976
Fax: 404-355-0157
Email: info@fraserfin.com
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