Get a Clear Picture of Your Finances
Order your Personal Financial Audit from Spartan Planning to gain clarity around your finances and determine the next right move for you and your family.
Is Your Financial Picture Unclear?
Staying up-to-date with your investments, financial accounts, cash flow and other financial aspects of your life can be a real headache.
- How can you be sure you’re on the right track?
- Are you missing out on any opportunities?
- What, if anything, are you failing to take advantage of?
Asset Map
Picture Your Financial Life, All on One Page.
After filling out a secure questionnaire, our team will put your financial information in a single document showing income, major expenses, investments, retirement, and more.
You won’t have to struggle to remember where your accounts stand or jump from one account to another. See everything as it currently stands.
Features
What’s Included in Your Financial Audit?
Asset Map
The Asset Map shows you the most important aspects of your financial life on one page. From income and expenses to investments and insurance. You’ll see it all laid out clearly.
Financial Review
One of our experienced Financial Advisors will review your Asset Map, looking for areas of concern and opportunities in your finances.
Personal Recommendations
Based on your Asset Map and the results of your Financial Review, you’ll recieve a recorded walkthrough with personal recommendations to improve your financial position.
Pricing
Choose the Product that Works For You
Financial Audit Basic
- Asset Map for 2 Earners
- Expert Financial Review
- Personal Recommendations
- Review/Recomendations Delivered Via Recording
- 10% Off Estate Plan (www.TrustandWill.com)
Annual Plan (Financial Audit Pro)
Best Value- Asset Map for 2 Earners
- Expert Financial Review
- Personal Recommendations
- TWO 1-Hour Live Review Sessions Each Year
- Access to Exclusive Live Financial Q&A Sessions
- Complimentary Ticket to Spartan Pro Day
- Includes BASIC Estate Planning (www.TrustandWill.com)**
Financial Audit Plus
- Asset Map for 2 Earners
- Expert Financial Review
- Personal Recommendations
- ONE 1-Hour Live Review Session with Advisor
- Access to Exclusive Live Financial Q&A Sessions
- 10% off Estate Plan (www.TrustandWill.com)
*12 Month initial commitment. After the first 12 months the subscription rolls over to month-to-month.
**BASIC Estate Planning package includes the following from (www.TrustandWill.com)
– Last Will & Testament
– HIPAA Authorization
– Living Will
– Power of Attorney
***None of these plans include investment management, investment recommendations, legal advice, or tax advice. For legal advice contact your attorney. For tax advice contact your tax professional.
****Any Financial Audit client who hires us to manage their investment portfolio will receive a credit back for already paid fees.
Video
Watch It In Action
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Get Yours Today
Don’t let another day go by with an unclear, confusing financial future ahead of you. Get your financial audit and know what you need to do next to take control of your finances.