The Bottom Line Planning Package

With the Bottom Line financial planning package, we jointly address your key questions and concerns in a time- and cost-efficient manner. Bottom Line includes a two-hour collaborative working session augmented by additional behind-the-scenes preparation, analysis, and documentation, culminating in the delivery of a limited-scope financial action plan.

We focus on your most important financial issues, such as:

  • Budgeting,
  • Debt Repayment and Refinancing
  • Savings Plans
  • Financial Goal Setting
  • Retirement Resource Evaluation
  • Insurance Needs and Needs Analysis
  • Portfolio Diversification and Investment Selection
  • Tax Planning and Tax Efficient Investment Strategies
  • Retirement Plan Decisions
  • Inheritance Proceeds Decisions.

Given its limited scope, A Bottom Line package enables access to competent, objective financial advice for a significantly lower fee than a comprehensive financial plan.

Price: $700-$1200

"Plan for your future because that's where you're going to spend the rest of your life."

- Mark Twain


All written content on this site is for information purposes only. Merit Financial Partners, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The information in this web site is designed to provide a general overview of the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.