Executive Financial Planning

Executive Financial Planning

Executive Financial Planning is a service designed specifically to support families with complex planning needs. Our Certified Financial Planners use proprietary planning processes that include, but are not limited to, complex planning frameworks, cash management scenarios, traditional & unique insurance applications, tax planning strategies, and thorough estate planning concepts to simplify our client’s financial life.

Unlike many competitors the clients of C-Suite Planning™ are NOT required to transfer any investment assets to our firm. Instead, clients hire C-Suite Planning™ on an engagement basis with a scope of work clearly outlined ahead of time and for an hourly fee, flat-fee, or monthly retainer.

OUR PROCESS

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Pillar 1: Plan, Design, Analysis & Delivery

To build a strong financial plan our team must understand the client’s status quo, their current resources, their current versus future cash flow needs, their comfort with risk, and much more. The desired result at the completion of this Pillar is to outline the strengths and weaknesses of the current plan, then provide a new financial plan aligned with a client’s goals.

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Pillar 2: General Financial Planning™

Pillar Two is the start of C-Suite Planning’s 5 Core Pillar Planning Process™. In this Pillar C-Suite Planning’s team breaks down, at a very granular level, a client’s financial health. The desired result at the completion of this Pillar is to better understand what a client should be doing monthly to reduce debt, optimize savings, and fund all goals (i.e. short, intermediate, & long term).

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Pillar 3: Insurance Planning™

To protect one’s goals, and family, a detailed assessment of their entire insurance portfolio should be completed at least once every three years. The desired result at the completion of this For Pillar is provide correct coverage levels, compare different insurance providers (as needed), and complete underwriting for new insurance (if needed).

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Pillar 4: Investment Planning™

Building, managing, and monitoring a portfolio is a very detailed process. Some clients prefer to delegate the responsibility of portfolio management to a professional while others prefer to accept the ongoing management responsibilities themselves. The desired result at the completion of this Pillar is to provide objective and independent research to self-directed clients in order for them to manage their own portfolio(s).

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Pillar 5: Tax Planning™

As tax laws change the need to keep up with those changes is paramount. This is why the team at C-Suite Planning™ works with tax professionals to aid us in our tax planning. The desired result at the completion of this Pillar is to have a second, and sometimes third, professional review a client’s tax return and look for opportunities to lower taxes now – or in the future.

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Pillar 6: Estate Planning™

The best laid plans can quickly come apart without the proper protection planning. This is why the team at C-Suite Planning™ reviews a client’s estate planning documents and shares potential planning conflicts originating from a disconnect between a client’s financial goals and the language in their documents. The desired result at the Pillar’s conclusion is to provide a client with clarity & action steps (if needed) to align their goals & documents.

OUR FEE SCHEDULE

PILLAR PLANNING PROCESS™
Flat Fee
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Subscription for Executives
($750/Month*)
Subscription for Enterprenuers
($1250/Month*)
PILLAR 1: PLAN, DESIGN, ANALYSIS™
Retirement Planning
Education Planning
Cash Flow Review
Executive Compensation & Pension Analysis
Insurance Gap Analysis
Asset Allocation Review
Tax Review
Estate Plan Assessment
Included
Included
PILLAR 2: GENERAL FINANCIAL PLANNING™
Complete Personal Financial Ratio Review
Create Personal Financial Statements
Generate Personal Debt Assessment
Provide a Personal Credit Score Review
Outline Cash Reserve Account Structure
Establish Goal Funding Process
Business Plan Integration
Integrate Business Financial Statements
Generate Business Debt Assessment
Provide a Business Credit Score Review
Included
Included
PILLAR 3: INSURANCE PLANNING™
Life Insurance Analysis
Disability Insurance Analysis
Long Term Care Analysis (Over 55 only)
Health Insurance Benefits Review
Property & Casualty Coverage Review
Key Person Insurance Evaluation
Buy / Sell Insurance Analysis
Review Golden Handcuff Package
Included
Included
PILLAR 4: INVESTMENT PLANNING™
Current Asset Allocation Analysis
Current Diversification Analysis
Current Portfolio Risk Assessment
Current Portfolio Concentration Evaluation
Taxable Account Tax Location Assessment
New Portfolio Diversification Recommendation
New Portfolio Risk Assessment & Strategy
New Portfolio Asset Allocation Recommendation
New Security Level Recommendation
Six Month Review
Quarterly Reviews
Alternative Investment Recommendations
Included
Included
PILLAR 5: TAX PLANNING™
Retirement Tax Strategy Evaluation
Gifting Strategy Design
Taxable Account Tax Location Recommendation
Collaboration with Client's Tax Professional
Employee Comp & Corporate Structure Strategy
Divestiture, Recap, or Liquidation Tax Overview
Included
Included
PILLAR 6: ESTATE PLANNING™
Letter of Intent Review
Advanced Medical Directive (AMD) Review
Power of Attorney Review
Will Review
Gift strategy Review
Trust Plan Review
Estate Attorney Collaboration
Included
Included
*Subscription Requires 12 Month Engagement