Plans are reviewed every year by updating client goals and assessing the current financial situation. We evaluate all aspects of the plan with the goal of increasing the chance of success.
- The First Consultation with Carmichael Financial, LLC is a Free Meeting. This meeting is designed to start the relationship and understanding of how we will work together to pursue your goals though our planning process. Once it is decided to move forward the following fees would be assessed.
The financial planning fees (fees) described above may increase or decrease depending upon the complexity Of your individualized financial plan or the assets upon Which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between SagePoint Financial, Inc. (SPF) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event Of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.
