Financial Plan Pricing

Our financial planning starts with a one-time start-up fee to which provides you with a comprehensive baseline financial plan. Following the setup of your financial planning baseline, we begin together on a monthly basis to implement and monitor your financial plan.

Below is our Standard Package and the available package add-on for clients who have additional needs not covered in the Standard Package. If your situation is more complex than the scope of these services, we will provide a personalized estimate following our initial consultation.

Standard Package

This package consists of a one-time fee to comprehensively analyze your financial situation and customize your personal financial plan, followed by an ongoing monthly retainer to cover the cost of monitoring your plan to keep you on track.

Initial Plan Price & Services
Identify top goal(s)
Baseline reports of your current situation
Recommended adjustments to achieve your goals
Clear summary of next steps to implement
Liability planning (personal, student, or other debt)
Retirement planning
Real estate cash flow &/or transaction analysis (1 property)
Insurance gap analysis (life, disability, & long-term care)
Investment allocation review & recommendations (up to 4 accounts)
Personal Financial Website access
Ongoing Price & Services
Monthly progress report on your goals
Quarterly phone check-ins (30 minutes)
Ongoing support & adjustments when your goals or life change
Annual review and plan restatement
Ongoing Personal Financial Website access
**The ongoing retainer may be paid monthly, or annually in advance. Clients paying annually receive a 10% discount. The monthly fee may be waived if asset management services are engaged.

Additional Services

For clients outside the scope of the Standard Package, we offer the following add-ons. Additional services will require an adjustment for the up-front and monthly pricing.

Additional Investment Accounts
(Each account)
Increases monthly by $25 per additional account.
College Planning
(Up to two attendees)
Increases monthly by $50.
Additional Real Estate Cash Flow & Transaction Analysis
(Each property)
Increases monthly by $50 per each additional property.
Stock Option/Compensation Planning
(Each plan)
Increases monthly by $50 per each additional plan.