{"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
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 Focus:<\/strong><\/p> Structure:<\/strong><\/p> Focus: <\/strong>(Up to three of the following)<\/p> Structure:<\/strong><\/p> 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 \n\t\t\t\t\t\tMinimum Fee or Billing: $780<\/em><\/strong> \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 \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 \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 \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 \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 \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 \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 \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}]}}Comprehensive Plan<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Situational Plan<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Retirement Distribution Planning - RDP<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Goal-Based Investment Focus<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
A La Carte Planning Offerings<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\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\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\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\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\n\t\t\t\t\t\tEstate Planning Collaboration\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\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\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\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\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\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