Design Engagement

Analyzing, Testing and Building The Plan

• With your advisors, we create a plan by analyzing, testing and challenging combinations of planning theories and strategies that specifically meet your needs. Where appropriate, through the use of narratives, graphs, charts and/or schedules, we build your comprehensive, dynamic, workable, and understandable Wealth and Business Strategies Plan.

Presenting The Preliminary Plan and Enhanced Plans

• We take you step-by-step through the Preliminary Plan. Where desired, we refine and re-present the Enhanced Plan. Together, we set the specific fees, timelines, and goals for the Implementation Engagement.

Engagement fees are based on level of complexity, team support, and the Strazzeri Mancini partner with whom you work. Range of $72,000 to $150,000+.