Consultation Packages
At M&Z Wealth Management, we provide tailored financial planning solutions to help you achieve your unique financial goals. Our consultation packages are designed to offer personalized advice and strategic planning to ensure your financial success. Discover which package best suits your needs and let us guide you on your financial journey.
Essential Package
The Essential Planning Package is perfect for those starting their financial planning journey. It includes an initial consultation to understand your financial goals, a comprehensive financial overview, and actionable recommendations. This package lays the foundation for a solid financial future, focusing on your immediate financial needs and objectives.
- Goals and Values Review
- Goal Monitoring
- Investment Review
- Retirement Planning
- Beneficiary Review
$2,500
Comprehensive Package
Our Comprehensive Planning Package offers a detailed and holistic approach to your finances. This package includes personalized investment strategies, retirement planning, tax planning, and a customized financial plan tailored to your long-term goals. It provides an in-depth analysis of your financial situation, ensuring that every aspect of your finances is optimized for growth and security.
- Net Worth Statement
- “What if” Scenarios
- Multiple Goal Analysis
- Education Planning
- Risk and Insurance Analysis
- Basic Estate Planning
$5,000
Premium Package
The Premium Planning Package is designed for clients seeking ongoing, detailed financial guidance. This package includes all aspects of the Comprehensive Planning Package, plus regular reviews and updates, continuous financial advice, and priority access to our team of experts. It ensures that your financial plan evolves with your changing needs and goals, offering peace of mind and strategic direction.
- Wealth Transfer Scenarios
- Family Financial Education
- Stock Option Analysis
- Charitable Giving
- Business Planning
- Advanced Estate Planning
$7,500