YFP offers two levels of financial planning services. For the client who needs big-picture, broad-perspective advice which takes into account the totality of one’s life, we offer comprehensive financial planning. Such planning will clarify and incorporate the client’s values, hopes, finances, life advisors, family, interests, career, and community into a blueprint for a well-built future. For the client who seeks advice on a particular topic or dilemma, we offer area-specific consultations.
Comprehensive Financial Planning
Comprehensive financial plans cover a wide range of areas in their assessment and recommendation. Generally, they will address the following in detail: