Financial Planning Packages

Our financial planning packages are ideal for clients looking to work with a financial planner on an ongoing basis.  Clients pay the initial fee one time which provides you with a comprehensive financial plan.

 

Once the initial plan is completed, we continue our services on a retainer basis.  The ongoing retainer may be paid monthly, quarterly, or annually, in advance.

Bronze Plan
Initial Fee
$1950
Clients starting to build their assets, reduce their debt, and want to look forward to the next steps.
Liability planning- basic
Retirement planning- basic
Cash flow analysis
Real estate cash flow & transaction analysis - 1 property
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Silver Plan
Initial Fee
$2200
Clients who have started saving and investing but need help with next steps such as college planning.
Liability planning- basic
Retirement planning- comprehensive
Cash flow analysis
Real estate cash flow & transaction analysis - 1 property
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Retirement distribution planning
College planning
Platinum Plan
Initial Fee
$3000
Suited for business owners and those with complex estate planning issues that need to be incorporated into their financial plan.
Liability planning- comprehensive
Retirement planning- comprehensive
Cash flow analysis
Real estate cash flow & transaction analysis - up to 4 properties
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Retirement distribution planning
College planning
Stock option/compensation planning
Tax planning
Business planning
Estate & gift planning

Bronze Ongoing
Monthly
$130
1 annual review & restatement of plan
2 phone call check ups (30 minute)
ongoing client portal access
Silver Ongoing
Monthly
$175
2 annual reviews & restatement of plan
2 phone call check ups (30 minute)
ongoing client portal access
Platinum Ongoing
Monthly
$275
4 annual reviews & restatement of plan
quarterly phone call check ups (30 minute)
ongoing client portal access

***For clients with less complex needs, we offer the Financial Planning Check Up.

***For clients who want only a review of their investments, we offer a Portfolio Review.

***For clients looking for portfolio management, we offer full service asset management.

***If your situation is more complex than the scope of these packages, we will provide a personalized estimate following our initial consultation.

Financial Discipline. Freedom.

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