A full comprehensive plan discussing first and foremost what current topics are important to you. My plans are
fairly simple and easy to understand. My plans are not 80 to 120 pages with 6 or 7 modules being covered all at one
time, unless it is absolutely necessary. Rather, I focus on what is important to you (retirement, college savings,
second home purchase) and show the likelihood of you being able to obtain these goals. I am able to cover this in 20 to
30 pages. I then come back and discuss other topics such as insurance, that may not be highest on the priority list,
when we first engage.