{"id":2882,"date":"2016-05-09T21:07:34","date_gmt":"2016-05-09T21:07:34","guid":{"rendered":"http:\/\/moir.devfrog.org\/?page_id=2882"},"modified":"2022-07-27T18:32:20","modified_gmt":"2022-07-27T18:32:20","slug":"plan-offerings","status":"publish","type":"page","link":"https:\/\/moirfinancial.com\/services\/plan-offerings\/","title":{"rendered":"Plan Offerings"},"content":{"rendered":"\t\t
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Moir Plan Offerings<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our financial planning process is designed to equip you with insight and direction for your financial future. The plan types differ in scope, time, and fee. The fee for your plan is determined based on the complexity of your situation. The fee is agreed upon prior to the first meeting.<\/p>

Contact us to schedule a complimentary meeting to help you determine which offering best suites your needs.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Comprehensive Plan<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Focus:<\/strong><\/p>

  • Financial Position (Cash Flow\/Net Worth)<\/li>
  • Income Tax Strategies<\/li>
  • Retirement Planning<\/li>
  • Protection Planning (survivor needs, disability, long-term care)<\/li>
  • Property and Casualty \u2013 Risk Management<\/li>
  • Estate Planning<\/li>
  • Investment Planning<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Structure:<\/strong><\/p>

    • Discovery meetings (x2)<\/li>
    • Road-mapping meetings (x2)
      • Guided discussions to review your options<\/li><\/ul><\/li>
      • Review & Delivery meeting (x1)
        • You receive a customized hardcopy of your financial plan.<\/li>
        • The Action Plan<\/strong> is key \u2013 timing and responsibility are assigned for each item.<\/li>
        • While you may implement your plan at the financial institution of your choice, we are available to assist with implementation and will also follow-up to monitor and review your progress.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          Situational Plan<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Focus: <\/strong>(Up to three of the following)<\/p>

          • Financial Position (Cash Flow\/Net Worth)<\/li>
          • Income Tax Strategies<\/li>
          • Retirement Planning<\/li>
          • Protection Planning (survivor needs, disability, long-term care)<\/li>
          • Property and Casualty \u2013 Risk Management<\/li>
          • Estate Planning<\/li>
          • Investment Planning<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Structure:<\/strong><\/p>

            • Discovery meeting (x1)<\/li>
            • Road-mapping meetings (x2)
              • Guided discussions to review your options<\/li><\/ul><\/li>
              • Review & Delivery meeting (x1)
                • You receive a customized hardcopy of your financial plan.<\/li>
                • The Action Plan<\/strong> is key \u2013 timing and responsibility are assigned for each item.<\/li>
                • While you may implement your plan at the financial institution of your choice, we are available to assist with implementation and will also follow-up to monitor and review your progress.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  Retirement Distribution Planning - RDP<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                  • You must be within 5 years of your planned retirement or already retired<\/li>
                  • Streamlined offering addressing the distribution of your assets<\/li>
                  • You receive an analysis and written recommendations based on your stated lifestyle with your accumulated assets and benefits (i.e. social security, pension, etc.)<\/li>
                  • While you may implement your plan at the financial institution of your choice, we are available to assist with implementation and will also follow-up to monitor and review your progress.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                    Goal-Based Investment Focus<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                    • Streamlined offering focusing solely on the accumulation phase of gathering assets and the impact of putting money away<\/li>
                    • You receive an analysis and written recommendations based on your stated lifestyle with your accumulated assets and goals (long-term, mid-term, and short-term)<\/li>
                    • While you may implement your plan at the financial institution of your choice, we are available to assist with implementation and will also follow-up to monitor and review your progress.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                      A La Carte Planning Offerings<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                      We have a variety of services available for a fee. These services are priced based on either an hourly rate or the complexity of your situation. Fees are either upfront and\/or invoiced monthly, depending on the requested service.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tAsset Onboarding
                      (No Plan)\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tMinimum Fee or Billing: $780<\/em><\/strong>
                      \n\nWe evaluate your financial position, nurturing your investment goals through thoughtful recommendation and personalized management.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tBusiness Planning\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWe facilitate the needed conversations providing a neutral perspective, to help your business, basic or advanced, regarding Business Continuation Strategies, Business Succession, Executive Compensation Planning, Employee Benefits, and overall Business Guidance.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tEstate Closure Assistance\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWhen your loved one passes, we guide you through the estate closure process, providing utmost consideration for your loved one\u2019s wishes.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                      \n\t\t\t\t\t\tIn conjunction with your current professionals, we work to convey your best interest and arrange your estate accordingly.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tFinancial Life Review\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tToo often the passing or the aging of a loved one can be both deeply saddening and financially bewildering. This offering is for the financially conscious person who values planning, clear communication between generations, and leaving behind a structured financial legacy.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tQualified Retirement Review\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWe assess your company\u2019s retirement plan(s) with respect to structure, cost responsibilities, and investment options, providing guidance and additional perspective based on your company\u2019s needs.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tSocial Security Optimization\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWe guide you to the most appropriate benefit decision with respect to your age, income, life expectancy, and family.\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tRisk Management Review\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWe provide an independent review and guidance for your Life, Health, Disability, and Long-Term Care Insurances.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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                      \n\t\t\t\t\t\n\t\t\t\t\t\tCollaboration\t\t\t\t\t<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t

                      \n\t\t\t\t\t\tWe collaborate with you to work in cooperation with your other professionals (lawyers, CPAs, etc.) in order to bring you your optimal result.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                      Moir Plan Offerings Our financial planning process is designed to equip you with insight and direction for your financial future. The plan types differ in scope, time, and fee. The fee for your plan is determined based on the complexity of your situation. The fee is agreed upon prior to the first meeting. Contact us […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1316,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/pages\/2882"}],"collection":[{"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/comments?post=2882"}],"version-history":[{"count":16,"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/pages\/2882\/revisions"}],"predecessor-version":[{"id":4560,"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/pages\/2882\/revisions\/4560"}],"up":[{"embeddable":true,"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/pages\/1316"}],"wp:attachment":[{"href":"https:\/\/moirfinancial.com\/wp-json\/wp\/v2\/media?parent=2882"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}