Your Financial Future Starts Here
At Peacockfin, we make financial planning simple and personalized. Whether you need investment guidance, insurance protection, or education fund planning, our expert team is here to craft a strategy tailored to your goals. Secure your future with a plan designed just for you.
Pricing Plan That's Perfect For You
A Personal Financial Plan is a comprehensive strategy that outlines an individual’s financial goals and the steps required to achieve them. It typically includes budgeting, saving, investing, debt management, insurance, and retirement planning. By assessing current financial situations and projecting future needs, a personal financial plan helps individuals make informed decisions to secure their financial well-being, manage risks, and build wealth over time.
The following steps are taken to create a Personal Financial Plan:
The following steps are taken to create a Personal Financial Plan:
- 1.5-hour meeting with a client for fact-finding.
- Preparation of the plan by Peacock Financial Advisors, based on fact-finding, typically takes about one week.
- A follow-up one-hour meeting with the client to review the plan.
- A follow-up one-hour meeting after 9 months to assess the progress.
- A retainer or renewal financial service plan is an ongoing agreement between a client and Peacock Financial, LLC for a fixed fee per year. This agreement ensures that the client receives ongoing, personalized financial guidance without the need to renegotiate terms frequently. The retainer or renewal financial service includes:
- Yearly review of the Personal Financial Plan with the client.
- Recommendations and or adjustments to the Personal Financial Plan strategies based on changing circumstances.
- Follow-up on plan recommendations or strategies at the mid-year mark.