Limited Scope Project Planning
In certain situations, we understand that you may have limited concerns or a one time need that may not require the comprehensive personal financial consulting provided as part of an open retainer financial planning agreement. Our limited scope planning projects focus on one or more of the following areas selected by the client based on their specific needs:
|Goal setting||Asset/liability analysis||Tax planning|
|Cash flow management||Investment review||Retirement planning|
|Risk management||Estate planning||Record keeping|
Our limited scope project planning services also includes various client consultations as well as written and/or oral recommendations. A limited scope engagement does not constitute a comprehensive financial planning engagement and follow-up advice and/or implementation assistance from Central Park Financial Planning is not provided following the completion of the project. Ongoing investment services and tax preparation is not provided in a limited scope engagement.
After a limited scope engagement if a client wishes to upgrade to an open retainer agreement, he or she will receive credit toward the required open retainer fees for all amounts paid for a limited scope planning project for a period of three months from the end of the limited scope planning project.