Project Based Planning

The first step in partnering with Brava is to engage in a project-based plan. Together, we determine the planning schedule (4 to 12 months), the scope, and agree on our start and end dates.

Fee Range: $3000–$12,000

Your project can focus on specific planning areas or cover all aspects of a comprehensive financial plan: cash flow, assets / liabilities, risk management, estate planning, goals alignment and a period of implementation and tracking.

At the end of the initial project, we determine whether ongoing planning makes sense for you.